Miguel Rodriguez Marquez

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

• 07/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2018 → 07/2018
  Salsa 17
  Arlington Heights, IL
• 09/2017 → 02/2018
  Valmark Financial Group
  Akron, OH
• 08/2013 → 12/2017
  Malone University
  Canton, OH
• 10/2016 → 01/2017
  Expeditors International Of Washington
  Bensenville, IL
• 05/2017 → 08/2017
  Expeditors International Of Washington
  Bensenville, IL
• 01/2017 → 05/2017
  Cowgill And Company
  Canton, OH
• 07/2016 → 01/2017
  Mago Grill And Cantina
  Arlington Heights, IL
• 01/2023 → Present
  Bank Of America, N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-03-15

Other Names

• Miguel Angel Rodriguez
• Miguel Rodriguez
• Miguel A Rodriguez Marquez