Camilo Gutierrez

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

• 09/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 07/2015 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*: 453542 Entity Type: For-Profit Organization Name of outside business organization: MGS Brothers Investment related: No Address: Coral Gables, Florida 33156 Position, title, association: Owner Start date of relationship: 4/19/2017 Number of hours devoted: 1 hr Annually Number of hours devoted during trading hours: 0 Duties: Initially this LLC was established for personal expenses as per our CPA advice. It has now transitioned into our families holding companies to identify investment opportunities for future growth. It will seek investments in real estate. I*1675262 Entity For Profit Fpr Profit Name of OBA: MG Pelican, LLC Address: Key Largo, Florida, 33037 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/18/2024 No Hours: 1 No Hours during trading: 0 Duties: Establish LLC for owner of second home/not rented

Exams

• S66 Uniform Combined State Law Examination
  2001-01-09