Fernando NicolauCRD Number: 5196727
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fernando Nicolau (CRD# 5196727) 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.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Bank Of America, N.a.||Miami, FL||Jul 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||May 2017 - Current||4|
|J.p Morgan Securities LLC||Miami, FL||Oct 2012 - May 2017||4|
|J.p Morgan Chase Bank||Miami, FL||Sep 2012 - May 2017||4|
|Citigroup Global Markets Inc.||New York, NY||May 2007 - Sep 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2017|
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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