Mario Desmond Ceasor

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
  Bank Of America, N.A.
  Palm Beach Gardens, FL
• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
• 08/2011 → 04/2020
  Palm Beach County Schools, Cypress Charter School
  West Palm, FL
• 01/2006 → Present
  Charles Rutenberg Realty, Llc
  Ft. Lauderdale, FL
• 08/2015 → 04/2020
  Csusa/Renaissance Charter School At Cypress A Palm Beach County
  West Palm Beach, FL

Other Businesses

I*407264 Entity Type: Entity For Profit Name of OBA: Charles Rutenberg Realty Address: Ft. Lauderdale, Florida, 33309 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/02/2006 Number of Hours: 10, Yearly Number of Hours during trading: 0, Yearly Duties: N/A

Exams

• S66 Uniform Combined State Law Examination
  2024-09-11

Other Names

• Mario Ceasor
• Mario Desmond Ceasor