Glorimar Leon Colon, financial advisor Guaynabo PR

Glorimar Leon Colon

CRD Number: 5266551
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Glorimar Leon Colon (CRD# 5266551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guaynabo, PR and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. Guaynabo, PR Feb 2015 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo, PR Jun 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Glorimar Leon Colon
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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