Juan C Berruecos

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-16
FL	RA	APPROVED	2024-01-11

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Miami	FL	07/2023	Present
Gulliver Preparatory - High School	Miami	FL	05/2015	06/2018
Grupo Financiero Monex	Mexico City		06/2018	07/2018
Gulliver Preparatory - High School	Miami	FL	07/2018	05/2019
University Of Miami - College	Miami	FL	08/2019	06/2022
Bank Of America, Merrill Lynch	Miami	FL	06/2022	08/2022
University Of Miami College	Miami	FL	08/2022	05/2023

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL
05/2015 → 06/2018

Gulliver Preparatory - High School

Miami, FL
06/2018 → 07/2018

Grupo Financiero Monex

Mexico City
07/2018 → 05/2019

Gulliver Preparatory - High School

Miami, FL
08/2019 → 06/2022

University Of Miami - College

Miami, FL
06/2022 → 08/2022

Bank Of America, Merrill Lynch

Miami, FL
08/2022 → 05/2023

University Of Miami College

Miami, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-19

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