Tulio Alberto Rosado

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

• 03/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Miami, FL
• 06/2011 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*135342 For profit or not for profit: For-Profit Organization Name of outside business organization: Intracoastal Tri LLC Investment related: N Address of business: Aventura, Florida 33180 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 12/2/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Entity created to hold and operate a boat mostly used for personal use but might in certain circumstances be rented out. I am one of three managing partners.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-18

Other Names

• Tulio A Rosado
• Tulio Alberto Mendoza
• Tulio Alberto Rosado