Reinaldo Jorge Alonso-Malubay

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

• 06/2013 → 05/2017
  Lord & Taylor
  New York, NY
• 03/2017 → 12/2018
  Unemployed
  New York, NY
• 02/2022 → 01/2023
  Network 1 Financial Securities, Inc.
  Red Bank, NJ
• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Forest Hills, NY
• 10/2023 → 12/2023
  Cathay Securities
  New York, NY
• 12/2023 → 02/2024
  Unemployed
  New York, NY
• 05/2021 → 09/2021
  The Spaventa Group
  Ronkonkoma, NY
• 09/2021 → 12/2021
  Unemployed
  New York, NY
• 02/2023 → 10/2023
  Unemployed
  Unemployed, NY
• 12/2018 → 04/2020
  New York Life
  New York, NY
• 04/2020 → 05/2020
  Axa Advisors
  New York, NY
• 05/2020 → 04/2021
  New York Life
  New York, NY
• 04/2021 → 05/2021
  Unemployed
  Unemployed, NY

Previous Registrations

• 2008-06-12 → 2008-12-18
  Ameriprise Financial Services, Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-16

Other Names

• Ray Jorge Alonso
• Reinaldo Jorge Alonso