Alnaldo Gutierrez

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

• 05/2022 → Present
  Merrill Lynch (Bank Of America)
  Naples, FL
• 05/2021 → 05/2022
  Suncoast Credit Union
  Naples, FL
• 08/2009 → 05/2021
  Bank Of America
  Naples, FL
• 05/2022 → Present
  Bank Of America N.A.
  Naples, FL

Other Businesses

I*1212268For profit or not for profit: Entity For ProfitName of outside business organization: AG Art DesignInvestment related: NAddress of business: Naples, Florida, 34120Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 3/12/2023Number of hours devoted: 5 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Artist. I am an artist that take on commissions and paint artwork. OBA ID: 1645258OBA Name: Alnaldo GutierrezLocation: Naples, FLStart Date: 12/29/2023Role: OwnerInvestment Related Activity: NoDuties: I plan on designing and creating a Notes/Planner that also has a Bible Verse of the day on it. It will hopefully be sold online though Amazon. I*, 2671280Entity Type: Entity For ProfitName of OBA: A G aka AGAddress: Naples, Florida 34120Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 08/01/2025No Hours: 24hours per yearNo Hours during trading: 0 Duties: I personally like to build and race my personal cars. I am currently building a car that will be my dedicated track car for my track days and will eventually be going for my Racing License. While building this car, I want to be able to allow sponsors to offer discounts for their products or donations to the build and track events in exchange for decals to be placed on my car for these events. I will also be providing them professional photos of my car that I take myself. This is not a business but just me as a person who has a passion for cars and racing and wanting to allow businesses and friends I know to participate with me. I dont have a professional photography business, its a hobby. Place business decal on car I drive at my track events. I*4151268, Entity Type: Entity For Profit, Name of OBA: AG Performance and Audio, Address: Naples, Florida, 34120, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 03/25/2026, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: Install automotive parts and home visual/audio/furniture building. I will offer Automotive performance upgrades on cars as well as basic car maintenance and audio. I will also offer audio and TV install services for homes and furniture building, handyman services.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04

Other Names

• Al Gutierrez