Guilherme Silva Dos Santos
CRD Number: 7543838Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Guilherme Silva Dos Santos (CRD# 7543838) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Independence, MO and has 1 year of experience in the finance industry.
CRD# 6202919
Equitable Advisors, LLC
CRD# 2279746
Copper Financial
CRD# 6844537
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lees Summit, MO | Apr 2022 - Current | 2 |
| Bank Of America N.a | Lees Summit, MO | Apr 2022 - Current | 2 |
| Garmin International | Olathe, KS | Jul 2020 - Apr 2022 | 1 |
| Kc Dumpster Company/r.r Taylor Construction | Lees Summit, MO | Mar 2020 - Jul 2020 | < 1 |
| Unemployed | Lees Summit, MO | Jul 2019 - Mar 2020 | < 1 |
| Una Telecom (formerly Keraxweb) | Sao Paulo, | Jun 2013 - Jul 2019 | 6 |
| Devry Brasil (metrocamp) | Campinas, | Jan 2016 - Dec 2017 | 1 |
| Veris Metrocamp | Campinas, | Jan 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MO
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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