Ilana Torres Souza Cotrim

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

• 06/2015 → 02/2017
  Efg Capital International
  Miami, FL
• 06/2015 → 02/2017
  Efg Capital Advisors Inc
  Miami, FL
• 03/2017 → 11/2018
  Xp Securities Llc
  Miami, FL
• 11/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 07/2017 → 11/2018
  Xp Advisors Inc
  Miami, FL
• 09/2025 → Present
  Bank Of America, N.A.
  Miami, FL

Previous Registrations

• 2018-06-15 → 2018-11-07
  Xp Advisory Us, Inc.
  Miami, FL
• 2015-07-22 → 2017-03-06
  Efg Capital Advisors Inc.
  Miami, FL
• 2012-09-20 → 2014-01-17
  Efg Capital Advisors Llc
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-04-09

Other Names

• Ilana Torres Souza
• Ilana Torres Souza Cotrim
• Ilana T. Cotrim
• Ilana T Souza
• Ilana T Scotrim
• Ilana Torres S Cotrim