Raymundo Piquion

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

• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2018 → 09/2024
  Jp Morgan Chase
  Miami, FL
• 12/2013 → 05/2018
  Wells Fargo
  Atlanta, GA

Other Businesses

I*2605308, Entity Type: Charitable, Name of OBA: Big Brothers Big Sisters of Miami, Address: Miami, Florida, 33126, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 07/14/2025, No Hours: 4 Monthly, No Hours during Trading: 1 Monthly, Duties: Holding a Board of Directors seat with the Big Brothers Big Sisters of Miami. Serve as a mentor to under privileged children in Miami. I*4667279 Entity Type: Charitable Name of OBA: D. Presit Foundation Address: West Palm Beach, Florida, 33401 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Board Member. 1 day a month for Board meetings.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08