Matias Caceres

$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
FL	RA	APPROVED	2022-12-22
TX	RA	APPROVED	2022-12-01

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Key Biscayne	FL	07/2022	Present
Prmg Mortgage Corporation	Plantation	FL	04/2022	06/2022
Network Capital Funding Corporation	Miami	FL	04/2021	03/2022
Best Buy	Miami	FL	02/2020	04/2021
Miami Dade County Property Appraiser	Miami	FL	08/2019	01/2020
Dishes For Dogs Llc	Miami	FL	02/2020	03/2020
Florida International University	Miami	FL	08/2015	04/2021
Bank Of America, N.A.	Key Biscayne	FL	09/2022	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Key Biscayne, FL
04/2022 → 06/2022

Prmg Mortgage Corporation

Plantation, FL
04/2021 → 03/2022

Network Capital Funding Corporation

Miami, FL
02/2020 → 04/2021

Best Buy

Miami, FL
08/2019 → 01/2020

Miami Dade County Property Appraiser

Miami, FL
02/2020 → 03/2020

Dishes For Dogs Llc

Miami, FL
08/2015 → 04/2021

Florida International University

Miami, FL
09/2022 → Present

Bank Of America, N.A.

Key Biscayne, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-21

Nearby Firms