Felix Rene Sanchez Carrasquillo

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

• 05/2011 → 04/2017
  Santander Securities
  Guaynabo, PR
• 04/2017 → 07/2023
  Morgan Stanley Smith Barney Llc
  Aventura, FL
• 05/2017 → 07/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
• 09/2023 → Present
  Bank Of America N.A.
  Aventura, FL

Previous Registrations

• 2017-04-17 → 2023-07-18
  Morgan Stanley
  Aventura, FL
• 2010-07-30 → 2017-04-19
  Santander Securities Llc
  Boston, MA
  Miami, FL
• 2007-10-15 → 2009-05-13
  Ubs Financial Services Inc.
  Winter Park, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-10-11

Other Names

• Felix R Sanchez
• Felix R Sanchez-Carrasquillo
• Felix R. Sanchez
• Felix R. Sanchez Carrasquillo