Carlos Eduardo Calado De Oliveira

$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	2025-03-18
NY	RA	APPROVED	2025-01-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Staten Island	NY	09/2024	11/2024
Unemployed	Astoria	NY	02/2023	08/2024
Bloomberg Llp	New York	NY	08/2022	01/2023
Cuny	New York	NY	08/2018	07/2022
Unemployed	Recife		04/2018	07/2018
Icatu Seguros	Recife		10/2013	03/2018
Borough Of Manhattan Community College	New York	NY	01/2021	05/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Long Island City	NY	11/2024	Present
Bank Of America, N.A	Long Island City	MD	11/2024	Present

09/2024 → 11/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Staten Island, NY
02/2023 → 08/2024

Unemployed

Astoria, NY
08/2022 → 01/2023

Bloomberg Llp

New York, NY
08/2018 → 07/2022

Cuny

New York, NY
04/2018 → 07/2018

Unemployed

Recife
10/2013 → 03/2018

Icatu Seguros

Recife
01/2021 → 05/2022

Borough Of Manhattan Community College

New York, NY
11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Long Island City, NY
11/2024 → Present

Bank Of America, N.A

Long Island City, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-27