Miriam Ortiz CruzCRD Number: 6210438
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Miriam Ortiz Cruz (CRD# 6210438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Bank Of America, N.a.||Las Vegas, NV||Dec 2015 - Current||1|
|Merrill Lynch Pierce, Fenner And Smith Incorporated||Las Vegas, NV||Jun 2013 - Current||4|
|Mgm Resorts International||Las Vegas, NV||Mar 2013 - Jun 2013||< 1|
|Aria Hotel And Resort||Las Vegas, NV||Nov 2009 - Mar 2013||3|
|Bellagio Hotel And Resort||Las Vegas, NV||Dec 2007 - Nov 2009||1|
|Cm Murtaugh Developement||Las Vegas, NV||Mar 2008 - Jul 2008||< 1|
|Merrill Lynch||Las Vegas, NV||Oct 2007 - Dec 2007||< 1|
|American Home Loans||Las Vegas, NV||Jun 2007 - Sep 2007||< 1|
|University Of Nevada, Las Vegas||Las Vegas, NV||Jan 2007 - Jun 2007||< 1|
|Breslin Builders Inc.||Las Vegas, NV||Jul 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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