Matheus Borborema Ale

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

• 11/2015 → 03/2018
  Xp Securities, Llc
  Miami, FL
• 08/2015 → 12/2017
  University Of Miami
  Miami, FL
• 03/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2018 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*1947340Entity For ProfitName of OBA: 1015 Dollar LLCAddress: Fort Lauderdale, Florida, 33301Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 07/26/2024No Hours: 1No Hours during trading: 0Duties: Purpose is to use the LLC to buy a commercial real estate. No responsibilities since it would be a triple net lease where the tenant is responsible for all expenses so as landlord I would just 'collect the rent'. I*2108266, Entity Type; For Profit, Name of OBA: Royale Holdings LLC Address: Fort Lauderdale, Florida, 33301 Investment Related:N Position, Title, Association: Owner Employee Start Date: 09/13/2024 No Hours:0 No Hours during trading: 0 Duties: Purpose of this entity is only to facilitate tax payments. It will be a holding company that will own 1015 Dollar LLC and Royale Winn Nola. I*2109267, Entity Type; For Profit, Name of OBA: Royale Winn Nola LLC Address: Fort Lauderdale, Florida, 33301 Investment Related:N Position, Title, Association: Owner Employee Start Date: 12/18/24 No Hours:1 No Hours during trading: 0 Duties: Purpose is to use the LLC to buy a commercial real estate. No responsibilities since it would be a triple net lease where the tenant is responsible for all expenses and maintenance so as landlord I would just 'collect the rent'.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-26

Other Names

• Matheus Ale
• Matheus Borborema Ale