Carlos Eduardo Salazar Ramirez

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

• 08/2015 → 09/2022
  Wells Fargo Bank Na
  Downey, CA
• 04/2019 → 09/2022
  Wells Fargo Clearing Services Llc
  Downey, CA
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brea, CA
• 10/2022 → Present
  Bank Of America N.A.
  Brea, CA

Previous Registrations

• 2021-03-03 → 2022-09-01
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  Downey, CA
  Long Beach, CA
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-03-03
• S63 Uniform Securities Agent State Law Examination
  2019-07-15

Other Names

• Carlos Salazarramirez