Sandro Odima Aristil

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

• 04/2016 → 03/2019
  Dreamers Place
  Charlotte, NC
• 01/2017 → 03/2019
  Queen City Investment Partners, Llc
  Charlotte, NC
• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2019 → Present
  Bank Of America, N.A.
  Charlotte, NC

Previous Registrations

• 2017-09-14 → 2019-03-27
  Queen City Investment Partners
  Charlotte, NC
• 2005-06-02 → 2014-08-11
  Raymond James & Associates, Inc.
  St. Petersbur, FL
  St. Petersburg, FL
  Saint Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-07-30
• S65 Uniform Investment Adviser Law Examination
  2017-09-07

Other Names

• Sandro Odima Aristil
• Sandro Aristil