Carlos AguileraCRD Number: 6112827
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Carlos Aguilera (CRD# 6112827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 10 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Lpl Financial LLC
|Bank Of America, N.a.||San Antonio, TX||Mar 2013 - Current||10|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Antonio, TX||Aug 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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