Matias Beyhaut Terra

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Montevideo
• 10/2012 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*99510FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT RELATED: YADDRESS OF BUSINESS:KEY BISCAYNE, FLORIDA 33149NATURE OF BUSINESS: SOLE PROPRIETORSHIP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 42675NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: APARTMENT FOR VACATIONS AND RENTI*6407For profit or not for profit: Name of outside business organization: Matias BeyhautAddress of business:coral gables, Florida 33143Nature of business: ,Position, title, association: , Start date of relationship: 6/1/2018Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0Duties:I*514928For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Key Biscayne, Florida, 33149Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/30/2021Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: ,I*517108For profit or not for profit: Entity For ProfitName of outside business organization: Euro Gourmet Products LLCInvestment related: YAddress of business: miami, Florida, 33135Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 8/30/2021Number of hours devoted: 4 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , buy a small property and sell it the future I* 1634270For profit or not for profit: Name of outside business organization: Rental Property 3Investment related: noAddress of business: Miami, FLNature of business: Position, title, association: Sole ownerStart date of relationship: 12/27/2023Number of hours devoted: 2 yearlyNumber of hours devoted during trading hours: 0Duties: I* 427803 For profit or not for profit: Entity For Profit Name of outside business organization: ABAT Investment related: no Address of business: Miami, FL, 33131 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 07/24/2018 Number of hours devoted: 1 yearly Number of hours devoted during trading hours: 0 Duties: is an LLC that we created for third party liability coverage of a Boat. The LLC opened an account in BOFA to pay marina expenses and boat maintenance.Only for personal used.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-30

Other Names

• Matias Beyhaut