Ruben Trenche OliveroCRD Number: 2902210
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ruben Trenche Olivero (CRD# 2902210) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guaynabo, PR and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kovack Advisors, Inc.
Lincoln Financial Securities Corporation
|Merrill Lynch, Pierce, Fenner & Smith Inc.||San Juan, PR||Jun 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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