Agustin Oliva

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 → 12/2021
  Florida International University
  Miami, FL
• 08/2019 → 12/2021
  Td Bank
  Weston, FL
• 12/2021 → 10/2022
  Northwestern Mutual
  Fort Lauderdale, FL
• 10/2022 → 08/2023
  Power Financial Credit Union
  Pembroke Pines, FL
• 12/2022 → 08/2023
  Lpl Financial Llc
  Pembroke Pines, FL
• 08/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 02/2017 → 08/2019
  Havanna Usa
  Pembroke Pines, FL

Previous Registrations

• 2023-04-27 → 2023-09-01
  Lpl Financial Llc
  Pembroke Pines, FL

Other Businesses

I*1436257 For profit or not for profit: Entity For Profit Name of outside business organization: Endeavour Partners LLC Investment related: N Address of business: Pembroke Pines, Florida, 33028, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 2/4/2022 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0.1 Duties: , The purpose is to distribute grass fed Argentine beef across the US. We only sell our meat online, and we deliver anywhere in the US. We sell direct to consumer and wholesale.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-19