Carlos Alberto Conrado

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 08/2016 → 08/2017
  Arizona State University
  Gilbert, AZ
• 01/2018 → 12/2018
  Arizona State University
  Gilbert, AZ
• 10/2023 → 03/2024
  Strategic Consulting Llc
  San Tan Valley, AZ
• 01/2023 → 09/2023
  Genesis Global Recruiting Inc
  San Tan Valley, AZ
• 10/2020 → 02/2022
  Carrington Holding Co. Llc
  Chandler, AZ
• 03/2020 → 09/2020
  Quickenloans
  Phoenix, AZ
• 08/2017 → 05/2020
  Apple
  San Tan Valley, AZ
• 06/2025 → 04/2026
  J.P Morgan Securities Llc
  Tempe, AZ
• 03/2024 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 02/2022 → 12/2023
  Pinnacle Lending
  Chandler, AZ
• 01/2023 → 10/2023
  Innovation Refund
  San Tan Valley, AZ
• 06/2026 → Present
  Bank Of America, N.A.
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-05-27
• S63 Uniform Securities Agent State Law Examination
  2026-01-27

Other Names

• Carlos A Conrado
• Carlos Alberto Conrado
• Carlos A. Conrado