Miguel Angel De La Torre

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

• 08/2014 → 02/2021
  Best Buy
  Fort Worth, TX
• 02/2021 → 03/2022
  Fidelity Investments
  Westlake, TX
• 08/2013 → 05/2020
  University Of Texas At Arlington
  Arlington, TX
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Midlothian, TX
• 05/2022 → Present
  Bank Of America, N.A.
  Midlothian, TX

Previous Registrations

• 2021-06-11 → 2022-03-23
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-06-07

Other Names

• Miguel Angel De La Torre
• Miguel Angel De La Torre Vega
• Miguel De La Torre
• Miguel Angel Delatorre