Carlos D Gonzalez Bello

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

• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2023 → 04/2024
  Waverly Advisors
  Austin, TX
• 12/2020 → 05/2023
  Swing Trader
  Pompano Beach, FL
• 06/2014 → 12/2020
  Arca International Group
  Caracas
• 05/2019 → Present
  Gb Aviation, Llc
  Pompano Beach, FL
• 06/2024 → Present
  Corporacion Pcg, Llc
  Pompano Beach, FL
• 08/2024 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*1895316 Entity Type: For Profit Name of OBA: GB AVIATION LLC Address:Pompano Beach Florida Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:05/15/2019 No Hours: Monthly No Hours during trading:0 Duties:This company used to do consulting for aircraft parts purchase and sell, but since 2022 it has not done any businesses. I expect to dedicate no more than 1-2 hours a month. I*1899272, Entity Type, Entity for Profit, Name of OBA: Corporacion PCG, LLC, Address: Pompano Beach, FL, 33069, Investment Related: No, Position, Title, Association: Director, Owner, Employee Start Date: 06/17/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: I am the manager of the company, however it only holds investments in securities (in Merrill Lynch) and does not do any other business.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23