Miguel I Ramirez-Velasquez

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

• 11/2018 → Present
  Bank Of America
  Miami, FL
• 08/2014 → 06/2018
  G Holmes Braddock Sr High
  Miami, FL
• 06/2018 → 11/2018
  Unemployed
  Miami, FL

Other Businesses

Ramirez trading llc, Business is not investment related, address is 1812 sw 149th passage Miami, FL 33185 (same as residence), Nature of business is reselling shoes online. I am the manager of the business. The business started August of 2021. I spend about an hour a week on the business and none during trading hours. I buy shoes online at MSRP and resell them at market value on Ebay.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-29