Mario Andres Black

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

• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 06/2015 → 05/2023
  Banco Santander International
  Miami, FL
• 06/2023 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*1325264, Entity Type: Entity For Profit, Name of OBA: BLACK GROUP INVESTMENTS LLC, Address: miami, Florida 33130, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 07/02/2021, No Hours: 0, No Hours during trading: 0, Duties: n/a

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-17
• S63 Uniform Securities Agent State Law Examination
  2023-03-16

Designations

• Chartered Financial Analyst

Other Names

• Mario Andres Black
• Mario Black
• Mario A Black