Benjamin Reyes

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

• 08/2017 → 08/2020
  Wells Fargo Clearing Services, Llc
  Glendale, CO
• 10/2020 → 06/2021
  Bbva Securities Inc.
  Northglenn, CO
• 08/2020 → 06/2021
  Bbva Usa
  Birmingham, AL
• 08/2020 → 06/2021
  Bbva Insurance Agency, Inc.
  Austin, TX
• 08/2015 → 08/2020
  Wells Fargo Bank, Na
  Denver, CO
• 10/2020 → 06/2021
  Bbva Wealth Solutions Inc.
  Northglenn, CO
• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO

Previous Registrations

• 2020-10-06 → 2021-06-02
  Pnc Managed Account Solutions, Inc.
  Northglenn, CO
• 2017-12-04 → 2020-08-26
  Wells Fargo Clearing Services, Llc
  Denver, CO
  Denver, CO
  Glendale, CO
  Greenwood Village, CO
  Greenwood Village, CO

Other Businesses

I*2007275 Entity for Profit Name of OBA: Rental Property 1 Address: Aurora, Colorado, 80012 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 11/01/2024 No Hours: 5 No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-04
• S63 Uniform Securities Agent State Law Examination
  2017-11-09

Other Names

• Benjamin Reyes
• Benjamin Joshua-Carrillo Reyes
• Benjamin Reyes
• Benjaminjoshua Reyes
• Benjamin Joshua C. Reyes