Guilherme Moreira De Araujo Santos, financial advisor New York NY

Guilherme Moreira De Araujo Santos

CRD Number: 7099191
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Guilherme Moreira De Araujo Santos (CRD# 7099191) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Apr 2019 - Current 5
Unemployed New York, NY Sep 2018 - Mar 2019 < 1
Bradesco S/a Rio De Janeiro, Aug 2016 - Aug 2018 2
Hsbc S/a Rio De Janeiro, Apr 2015 - Aug 2016 1
Geracao Futuro Corretora Rio De Janeiro, Mar 2013 - Apr 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Guilherme Moreira De Araujo Santos
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NY
  • TX
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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