Derick Arturo Cazares Ramirez

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 07/2023 → 05/2026
  J.P. Morgan Chase
  Tempe, AZ
• 07/2022 → 07/2023
  Southwest Key
  Mesa, AZ
• 11/2021 → 05/2022
  Berge Toyota
  Mesa, AZ
• 10/2019 → 06/2021
  Open Lane Inc.
  Mesa, AZ
• 08/2013 → 05/2019
  Chipotle Mexican Grill
  Mesa, AZ
• 05/2022 → 07/2022
  Rove Pest Control
  Southborough, MA
• 08/2024 → 07/2025
  Chipotle Mexican Grill
  Phoenix, AZ
• 07/2021 → 11/2021
  Raising Canes
  Tempe, AZ
• 05/2019 → 10/2019
  Aerotek / Openlane Temporary Agency
  Mesa, AZ
• 06/2021 → 07/2021
  Unemployed
  Chandler, AZ
• 08/2019 → 05/2023
  Mesa Community College
  Mesa, AZ
• 05/2025 → 12/2025
  University Of Arizona Online
  Tucson, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24

Other Names

• Derick A Cazares Ramirez