Camilo A Mejia

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

• 12/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 02/2014 → Present
  Bank Of America, N.A.
  Coral Gables, FL

Other Businesses

I*1034306, Name of OBA: Rental Property Address: MIAMI, FL Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/28/2022 No Hours: 0 Yearly No Hours during trading: 0 Duties:I*: 2669319Entity Type: entity for profitName of OBA: Rental Property 2Address: MIAMIFlorida33131Investment Related: nPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 08/29/2025No Hours: 1hr/yrNo Hours during trading:0Duties: Rental Property I*2832294 Entity Type: For Profit Name of OBA: JZC INVESTMENTS LLC Address:Doral Florida Investment Related:No Position, Title, Association:Owner Start Date:09/02/2025 No Hours: 2 Yearly No Hours during trading:0 Yearly Duties:Holding Real Estate Property, apt. in Miami. Together with my other partners, the responsibility to submit annual taxes report.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-01

Other Names

• Camilo Mejia
• Camilo Alberto Mejia Velez
• Camilo A Mejia Velez