Federico Cardona, financial advisor Guaynabo PR
89 score

Federico Cardona

CRD Number: 6170765
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Federico Cardona (CRD# 6170765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guaynabo, PR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Guaynabo, PR Oct 2013 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo, PR Feb 2013 - Current 4
Unemployed Dorado, PR Oct 2012 - Feb 2013 < 1
Universal Life Insurance Company Hato Rey, PR May 2012 - Oct 2012 < 1
Tec De Monterrey Campus Santa Fe Mexico City, May 2005 - May 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Federico Cardona
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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