Raul Ordoqui Gattorno

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-01
FL	RA	APPROVED	2022-08-31

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Miami	FL	09/2019	Present
Castle Group	Plantation	FL	06/2018	09/2019
First Service Residential	Davie	FL	12/2016	05/2018
Prospect Equities Real Estate Corp.	Miami	FL	07/2014	01/2019
Lokation Real Estate (Previously The K Company)	Pompano Beach	FL	02/2019	09/2019

09/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL
06/2018 → 09/2019

Castle Group

Plantation, FL
12/2016 → 05/2018

First Service Residential

Davie, FL
07/2014 → 01/2019

Prospect Equities Real Estate Corp.

Miami, FL
02/2019 → 09/2019

Lokation Real Estate (Previously The K Company)

Pompano Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-18

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