Sigfredo M Burgos

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

• 02/2018 → 05/2022
  Rasa Floors
  Austin, TX
• 06/2022 → 08/2022
  Unemployed
  Atlanta, GA
• 09/2022 → 03/2023
  Northwestern Mutual Investment Services Llc
  Atlanta, GA
• 09/2022 → 03/2023
  Thomas Wideman
  Atlanta, GA
• 03/2023 → 12/2023
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA
• 03/2023 → 12/2023
  J.P. Morgan Securities Llc
  Atlanta, GA
• 08/2022 → 09/2022
  Eagle Resource Group Inc
  Sandy Springs, GA
• 10/2017 → 02/2018
  Amazon.cOm, Inc. And Its Affiliates
  Dallas, TX
• 03/2017 → 05/2017
  Total Body Fitness Pr Llc
  Humacao, PR
• 07/2017 → 09/2017
  Atento De Pr
  Caguas, PR
• 03/2016 → 02/2017
  Unemployed
  Caguas, PR
• 06/2017 → 06/2017
  Unemployed
  Caguas, PR
• 04/2024 → 05/2025
  J.P. Morgan Securities Llc
  Austin, TX
• 04/2024 → 05/2025
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 01/2024 → 03/2024
  Unemployed
  Austin, TX
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Decatur, GA
• 09/2025 → Present
  Bank Of America, N.A
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-27
• S63 Uniform Securities Agent State Law Examination
  2023-04-18

Other Names

• Fred Burgos
• Sigfredo M Burgos
• Sigfredo Burgos