Isaac Maestre

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

• 11/2015 → 09/2022
  Charles Schwab & Co., Inc.
  Coral Gables, FL
• 11/2015 → 09/2022
  Charles Schwab Bank Ssb
  Coral Gables, FL
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 09/2022 → Present
  Bank Of America, N.A.
  Coral Gables, FL

Previous Registrations

• 2016-04-04 → 2022-09-28
  Charles Schwab & Co., Inc.
  Coral Gables, FL
  Fort Lauderdale, FL

Other Businesses

I*1001267, Entity Type: Entity For Profit, Name of OBA: IVE HOMES LLC, Address: Miami, Florida 33143, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 09/19/2022, No Hours: 5, No Hours during trading: 0, Duties: Real estate holding company, not currently operating. Business was created to hold investment/rental property. I*3640273, Entity Type: Entity For Profit, Name of OBA: VIVE Homes LLC, Address: miami, Florida, 33143, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 03/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: None, LLC for liability of rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-31
• S63 Uniform Securities Agent State Law Examination
  2015-03-19