Arturo Montemayor, financial advisor Miami FL

Arturo Montemayor

CRD Number: 5498377
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Arturo Montemayor (CRD# 5498377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Miami, FL Nov 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL Sep 2021 - Current 2
Unemployed Miami, FL Jun 2021 - Aug 2021 < 1
Wells Fargo Clearing Services, LLC Miami, FL May 2020 - May 2021 1
Jpmorgan Chase Bank Na Miami, FL Sep 2018 - Feb 2020 1
Jpmorgan Securities LLC Miami, FL Sep 2018 - Feb 2020 1
Morgan Stanley Miami, FL Mar 2017 - Sep 2018 1
Morgan Stanley Private Bank, National Association New Yoek, NY Mar 2017 - Sep 2018 1
Deutsche Bank Trust Company New York Miami, FL Mar 2008 - Feb 2017 8
Deutsche Bank Securities Inc. Miami, FL Feb 2008 - Feb 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Arturo Montemayor
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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