Camilo Andres Burgos-Bye

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

• 07/2020 → 08/2021
  Park Avenue Securities Llc
  Tarrytown, NY
• 08/2018 → 05/2020
  State University Of New York
  New Paltz, NY
• 08/2021 → 08/2023
  Jpmorgan Chase Bank, N.A.
  Bronx, NY
• 08/2021 → 08/2023
  J.P. Morgan Securities Llc
  Bronx, NY
• 07/2020 → 08/2021
  Hudson Financial Group
  Tarrytown, NY
• 05/2019 → 08/2019
  Legends Hospitality
  Bronx, NY
• 05/2018 → 02/2020
  Alamo Drafthouse Cinema
  Yonkers, NY
• 06/2020 → 07/2020
  Techtronic Industries North America
  Yonkers, NY
• 01/2020 → 07/2020
  Northwestern Mutual Investment Services, Llc
  Poughkeepsie, NY
• 09/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2017 → 09/2017
  Metropolitan Property Group
  New York, NY
• 08/2015 → 05/2018
  Erie Community College
  Williamsville, NY
• 10/2023 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2021-11-08 → 2023-08-17
  J.P. Morgan Securities Llc
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
• 2021-02-04 → 2021-08-18
  Park Avenue Securities Llc
  Tarrytown, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-01-12

Other Names

• Camilo Burgos-Bye
• Camilo Andres Burgos-Bye