Juan-Carlos Marino

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

• 10/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 10/2010 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*: 2415262 Entity Type: Co-Op Freehold, HOA Name of OBA: Deering Bay Condo II (Padua) Address: Coral Gables, FL 33158 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 04/25/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: The purpose of this committee will be to submit recommendations to the Board for the creation of reasonable guidelines aimed at minimizing disruptions to neighboring units during additions, alterations, or improvements made by owners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-29
• S63 Uniform Securities Agent State Law Examination
  1982-01-25

Other Names

• Carlos Marino
• Juan Carlos Marino
• Jc Marino