Alvaro Galhardo Nunes Guerra

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

• 01/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 04/2017 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*965375, Name of OBA: Rental Property 1 Address: Sao Paulo, SP Brazil Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 8/26/2022 No Hours: 1 Monthly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2009-04-07

Other Names

• Alvaro Guerra
• Alvaro G Guerra