![Luiz Fernando Buzolin, financial advisor Miami FL](/img/ws/profile-blank-sq.png)
Luiz Fernando Buzolin
CRD Number: 5020306Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Luiz Fernando Buzolin (CRD# 5020306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 18 years of experience in the finance industry.
![Frank Abston, financial advisor Miami FL](/img/ws/profile-blank-sq.png)
CRD# 6574947
First Horizon Advisors, Inc.
![Karen Acher-Howard, financial advisor Miami FL](/img/ws/profile-blank-sq.png)
CRD# 2040414
Hsbc Securities (usa) Inc.
![Armando Acosta, financial advisor Miami FL](/img/ws/profile-blank-sq.png)
CRD# 5306954
Citigroup Global Markets Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Coral Gables, FL | May 2017 - Current | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables, FL | Feb 2012 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.