Ricardo Javier Albor

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

• 04/2018 → 01/2022
  Raymond James & Associates
  Coral Gables, FL
• 09/2017 → 04/2018
  Citi Bank N.A.
  Miami, FL
• 03/2017 → 09/2017
  Collabera Inc.
  Miami, FL
• 12/2013 → 03/2017
  Bac Florida Bank
  Coral Gables, FL
• 08/2011 → 06/2017
  Miami Dade College
  Miami, FL
• 08/2017 → Present
  Florida Internation University
  Miami, FL
• 01/2022 → 09/2022
  Mariva Capital Markets, Llc
  Miami, FL
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 12/2022 → Present
  Bank Of America N.A.
  Miami, FL

Previous Registrations

• 2019-06-05 → 2022-02-04
  Raymond James & Associates, Inc.
  Coral Gables, FL

Other Businesses

Registered Rep with affiliate broker-dealer Mariva Capital Markets, LLC. Same address, started on 01/24/2022.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Other Names

• Ricardo J Albor