Osniel Del Castillo Companioni

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 02/2022 → 09/2022
  Mco Environmental
  Miami, FL
• 09/2021 → 01/2022
  Sp Parking
  Miami, FL
• 02/2019 → 01/2020
  Miami Management
  Miami, FL
• 10/2019 → 03/2020
  Tapeo
  Miami, FL
• 06/2018 → 12/2020
  Miami Dade College
  Miami, FL
• 03/2017 → 05/2018
  Winn Dixie/ Se Grocers
  Miami, FL
• 03/2015 → 05/2018
  Miami Dade High School
  Miami, FL
• 03/2022 → 09/2022
  Sealton Corp
  Miami, FL
• 01/2021 → 05/2021
  Miami Dade College
  Miami, FL
• 05/2021 → 09/2021
  Unemployed
  Miami, FL

Other Businesses

I*4497270 Entity Type: Entity For Profit Name of OBA: To be decided Address: TBD, Florida, 33133 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/20/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Buying, repairing and selling cars Buying, selling cars and administrative tasks.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-17