Fabian Caraveo

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

• 03/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 11/2017 → 02/2021
  Independent Work For Family Business
  El Paso, TX
• 09/2020 → 10/2020
  Alorica
  El Paso, TX
• 08/2013 → 12/2020
  The University Of Texas At El Paso
  El Paso, TX
• 08/2018 → 01/2019
  Enterprise Rent A Car
  El Paso, TX
• 04/2017 → 08/2018
  Sushi Garden
  El Paso, TX
• 01/2017 → 02/2017
  Sunridge At Palisades
  El Paso, TX
• 11/2014 → 11/2016
  Journeys Shoes
  Canutillo, TX
• 08/2025 → Present
  Bank Of America N.A.
  Scottsdale, AZ

Other Businesses

I*399588 For profit or not for profit: Entity For Profit Name of outside business organization: DAniel and Maria Caraveo Investment related: N Address of business: El Paso, Texas, 79912, United States Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 11/1/2017 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Family Held, I am only an investor. into real-estate flipping.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-10