Alfredo Aguirre

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

• 03/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plantation, FL
• 09/2009 → Present
  Bank Of America, N.A.
  Plantation, FL

Previous Registrations

• 1998-03-31 → 2006-04-04
  Morgan Stanley Dw Inc.
  Ft.LAuderdal, FL

Other Businesses

I*355789, Entity Type: not for profit , Name of OBA: St. Bonaventure Catholic Church, Address: Davie, Florida, 33325, Investment Related: N, Position, Title, Association: member finance counsel , Employee State Date: April, 1st 2006, No Hours: 1 monthly , No Hours during Trading: 0 , Duties: parish finance council is a consultative body with no decision making authority, sharing information, listening, contributing to the discussion and promoting concensus I*30064FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: GREATER FORT LAUDERDALE CHAMBER OF COMMERCEINVESTMENT RELATED: NADDRESS OF BUSINESS:FORT LAUDERDALE, FLORIDA 33301NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/1/2008NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10DUTIES: SUBCOMMITTEE MEMBER NETWROKINGI*60339For profit or not for profit: Non-Profit Organization Name of outside business organization: Rotary Weston Investment related: No Address of business: Weston, Florida 33327Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 2/1/2013Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0Duties: help the community I*30065For profit or not for profit: For-Profit Organization Name of outside business organization: Broward County Schools Investment related: No Address of business: fort Lauderdale, Florida 33301Nature of business: Other, public school Position, title, association: Participant, Start date of relationship: 12:00:00 AM Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I teach classes on investment basics and seminars on retirement Teacher to adults on investment basics I*1926336Entity Type: Charitable Name of OBA: Parkinson's Foundation Address: Miami, FL Investment Related: No Position, Title, Association: Board Member Start Date:07/31/202No Hours: 2 Monthly No Hours during trading:0Duties:board member I*2786317, Entity Type: , Name of OBA: MLPF& S CUST FPO D A RRA FBO D A, Address: weston, Florida, 33327, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/26/2025, No Hours: 0 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-27
• S63 Uniform Securities Agent State Law Examination
  1998-04-07