Rigel Ramirez Olmos

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

• 04/2011 → 08/2021
  Jpmorgan Chase Bank
  Columbus, OH
• 09/2021 → 12/2021
  Ecornell
  Ithaca, NY
• 01/2022 → 07/2022
  Mitx
  Cambridge, MA
• 07/2022 → 01/2023
  Equitable Advisors Llc
  New York, NY
• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 03/2023 → Present
  Bank Of America, N.A.
  Columbus, OH

Previous Registrations

• 2022-10-03 → 2023-02-09
  Equitable Advisors, Llc
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26

Other Names

• Rigel Ramirez Olmos
• Rigel Ramirezolmos