Alberto Hamonet

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

• 05/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2012 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*1826307, Entity Type, Name of OBA:Rental Property 1 Address: Redding, Connecticut06896 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 06/03/2024No Hours:1 monthly No Hours during trading: 0Duties: I*1937278, Entity Type, Entity Charitable, Name of OBA: NYC Hispanic Chamber of Commerce, Address: New York, NY, 10129, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 09/01/2024, No Hours: 9hrs/Annually, No Hours during trading: 0, Duties: NYCHCC actively promotes the economic growth, development and interests of Hispanic-owned businesses. We help our members engage with a network of progressive people, businesses, government agencies, financial institutions, media and marketing for guidance and support.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-19
• S65 Uniform Investment Adviser Law Examination
  1999-04-01
• S63 Uniform Securities Agent State Law Examination
  1998-08-20

Other Names

• Alberto Hamonet Brea
• Alberto Hamonet Brea
• Alberto H. Brea
• Alberto Hamonet