Reynaldo Magalhaes Soares Junior

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

• 07/2017 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2016 → 07/2017
  Arven Financial
  Miami, FL
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 09/2020 → 05/2023
  Unemployed
  Sao Paulo

Previous Registrations

• 2018-10-02 → 2020-09-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-11

Other Names

• Reynaldo Magalhaes Soares Junior
• Reynaldo Soares
• Reynaldo Magalhaes Soares
• Reynaldo Magalhaes Soares
• Reynald Magalhaessoaresjunior