Alberto Enrique Boulton

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

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2018 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

Name: United Health Care Inv rel: Y Add: 11111 Biscayne Blvd. Apt. 928 Nature: Health Ins Position: Sales/Agent Start date: 05/01/2016 No. HR/MO: 4 No. HR/MO during sec trading: 4

Exams

• S66 Uniform Combined State Law Examination
  2016-10-27

Other Names

• Alberto Enrique Boulton Picon
• Alberto E. Boulton