Fernando A Coello De Portugal

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

• 10/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 01/2010 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*1041336, Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Miami, FL Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 11/1/2022 No Hours: 0 Yearly No Hours during trading: 0 Duties: Co-owner with other family members of rental property I*: 2832285 Entity Type: For profit Name of OBA: Molino el Congosto Address: Madrid, Spain 28006 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/01/2025Number of Hours: 0 Number of Hours during trading: 0 Duties: Real Estate Holding company for Real Estate assets in Spain No duties, ownership is exclusively for Estate Planning purposes

Exams

• S66 Uniform Combined State Law Examination
  2004-01-12

Other Names

• Fernando Coello De Portugal
• Fernando Coello De Portugal