Cesar A Albiz

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

• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 11/2019 → 09/2021
  Zignsec Ab (Via Tlab Ventures)
  Stockholm
• 01/2018 → 01/2022
  Tlab Ventures Llc
  Miami, FL
• 09/2015 → 01/2018
  Tlab Ventures Sas
  Bogota Dc

Other Businesses

Name of the other businessTLAB VENTURES LLC, Whether the business is investment-relatedNO Address of the other businessMIAMI, FL, 33130 Nature of the other businessCONSULTING FIRM Your positionGENERAL MANAGER Title, or relationship with the other businessSOLE PROPRIETOR Start date of your relationshipJAN 24 2018 Approximate number of hours/month you devote to the other business10 HOURS-MONTH Number of hours you devote to the other business during securities trading hours0 HOURS Briefly describe your duties relating to the other businessI started TLAB Ventures LLC to consult in telecommunications and management consulting type of engagements during my first years in the US. I workd with Real Estate, Property management related business consulting projects as well as with telecom and technology projects. Before I joined the securities industry I worked with sales representation of a Swedish Regtech company for the Americas. Due to a divorce and parental plan I needed to cut on my travelling plans and that's how Iäm now committed to my securities carrier at Merrill Lynch.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-29

Other Names

• Cesar Augusto Patino Albiz