Guilherme Moreira De Araujo Santos
CRD Number: 7099191Current 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.
CRD# 5366446
Lavish Financial Planning
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
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 |
- CT
- NY
- TX
-
Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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
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