Anibal Miatello

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

• 05/2016 → 01/2020
  Jp Morgan Securities Llc
  The Woodlands, TX
• 12/2019 → 01/2020
  Wells Fargo Clearing Services, Llc
  The Woodlands, TX
• 02/2020 → 04/2022
  Jp Morgan Securities, Llc
  The Woodlands, TX
• 02/2020 → 04/2022
  Jp Morgan Chase Bank, N.A.
  The Woodlands, TX
• 01/2020 → 01/2020
  Wells Fargo Advisor
  The Woodlands, TX
• 05/2016 → 01/2020
  Jp Morgan Chase Bank, N.A.
  The Woodlands, TX
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
• 07/2022 → Present
  Bank Of America, N.A.
  The Woodlands, TX

Previous Registrations

• 2020-02-21 → 2022-04-30
  J.P. Morgan Securities Llc
  Conroe, TX
  The Woodlands, TX
  The Woodlands, TX
• 2020-01-10 → 2020-01-29
  Wells Fargo Clearing Services, Llc
  The Woodlands, TX
• 2016-05-18 → 2020-01-23
  J.P. Morgan Securities Llc
  Conroe, TX
  The Woodlands, TX
  Spring, TX
  Tomball, TX
  Conroe, TX
  The Woodlands, TX
  The Woodlands, TX
  Conroe, TX
• 2014-10-24 → 2016-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-10-23
• S63 Uniform Securities Agent State Law Examination
  2009-12-31

Other Names

• Anibal A Miatello
• Anibal Antonio Miatello