Carlos Alberto Cordero Cortorreal

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-28

Branch Locations

9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	04/2026	Present
Dedicated Seniors	Jacksonville	FL	12/2022	04/2026
American Care	Jacksonville	FL	07/2021	12/2022
Unemployed	Jacksonville	FL	03/2020	07/2021
Delmont Medical Care	Freeport	NY	09/2019	03/2020
Domino's Pizza	Freeport	NY	03/2018	09/2019
Hms Host	West Palm Beach	FL	10/2017	03/2018
Servicio Reginal De Salud Metropolitano	Santo Domingo		02/2012	10/2017

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
12/2022 → 04/2026

Dedicated Seniors

Jacksonville, FL
07/2021 → 12/2022

American Care

Jacksonville, FL
03/2020 → 07/2021

Unemployed

Jacksonville, FL
09/2019 → 03/2020

Delmont Medical Care

Freeport, NY
03/2018 → 09/2019

Domino's Pizza

Freeport, NY
10/2017 → 03/2018

Hms Host

West Palm Beach, FL
02/2012 → 10/2017

Servicio Reginal De Salud Metropolitano

Santo Domingo

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-27