Bernardino OrtizCRD Number: 6564518
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bernardino Ortiz (CRD# 6564518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 4 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Beverly Hills, CA||Jan 2017 - Current||5|
|Unemployed||Mexico City,||Jul 2016 - Dec 2016||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Beverly Hills, CA||Sep 2015 - Jun 2016||< 1|
|University Of Southern California||Los Angeles, CA||Jan 2014 - May 2016||2|
|Crest Point, LLC||Altadena, CA||Jun 2015 - Aug 2015||< 1|
|Mt San Antonio College||Walnut, CA||Aug 2010 - Dec 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 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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