Yander J Barrioscruz

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 12/2017 → 05/2019
  Regions Bank
  Miami, FL
• 08/2016 → 12/2017
  P.F. Changs
  Miami, FL
• 05/2017 → 07/2017
  Wells Fargo
  Miami, FL
• 08/2015 → 05/2017
  Miami Dade College
  Miami, FL
• 08/2017 → Present
  Florida International University
  Miami, FL
• 12/2021 → 05/2022
  Morgan Stanley
  New York, NY
• 05/2019 → 12/2021
  Merrill
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-01

Other Names

• Yander J Barrios
• Yander Cruz
• Yander Barrios Cruz
• Yander Jesus Barrios Cruz
• Yander J Barrios Cruz
• Yander J Cruz