Norviel Alvarez

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

• 02/2022 → 09/2022
  Jefferies Llc
  Miami, FL
• 02/2021 → 08/2021
  Raymond James
  Plantation, FL
• 08/2020 → 02/2021
  Bank Of America
  Miami, FL
• 02/2020 → 05/2020
  Ocean Bank
  Miami, FL
• 07/2017 → 02/2020
  Suntrust Bank
  Doral, FL
• 10/2014 → 07/2017
  Hialeah High School
  Miami, FL
• 01/2018 → 07/2021
  Florida International University
  Miami, FL
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2021 → 02/2022
  Unemployed
  Miami, FL
• 12/2022 → Present
  Bank Of America N.A.
  Miami, FL

Other Businesses

Name: Paradise Health Group. The business is not investment-related. Address is Doral, FL 33126. Health care field specializing in Psychosocial Rehabilitation Therapy Position is Manager, I own a stake in the company Founded in January 2021I currently devote no more than 5 hours a week to the other business. I do not devote any hours during securities trading hours Duties: I am in charge of the accounting for the office. Including but not limited to check writing, making sure the account is in good standing. I*: 2062272Entity Type: Entity For Profit Name of OBA: BALANCE LIFE HEALTH SERVICE LLC Address: Hollywood, FL Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 10/28/2024 Number of Hours: 3 hrs wkly Number of Hours during trading: 0 Duties: A mental health facility based in Broward County. Starting up currently. I will be a consultant to the team. Small office where we will have a niche market in older individuals dealing with stress and trauma based in Broward county. I*: 2116285Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Hialeah, FL 33010Investment Related: No Position, Title, Association: Sole Owner Employee Start Date: 12/02/2024Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: property purchased (with tenant) I*2210266, Entity Type: For Profit, Name of OBA: PARADISE HEALTH RESEARCH LLC, Address: MIAMI, Florida, 33175, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 02/11/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Expansion of current business Paradise Health Group, but opening a branch in Research for psychiatric/ psychology. I currently take care of the finances for company (expenses, check writing, and budgeting). I*3149272 Entity Type: Entity For Profit Name of OBA: OMEL FLOWERS AND BOUQUETS, LLC Address: Hialeah, Florida, 33012 Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/01/2025 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: Acquiring a flower shop. Owner

Exams

• S66 Uniform Combined State Law Examination
  2022-09-06