Miguel Angel Corvalan

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 → 07/2019
  Hsbc Securities (Usa) Inc.
  Miiami, FL
• 07/2018 → 07/2019
  Hsbc Private Bank International
  Miami, FL
• 08/2016 → 06/2018
  Credit Suisse Ag
  Zurich
• 10/2019 → 10/2020
  Oppenheimer & Co. Inc
  Miami, FL
• 10/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 01/2021 → Present
  Bank Of America, N.A.
  Miami, FL

Previous Registrations

• 2019-10-28 → 2020-10-30
  Oppenheimer & Co. Inc.
  Coral Gables, FL
• 2018-11-05 → 2019-08-14
  Hsbc Securities (Usa) Inc.
  Miami, FL
• 2009-06-11 → 2014-10-08
  Credit Suisse Securities (Usa) Llc
  Miami, FL
  Geneve
  New York, NY
• 2007-05-29 → 2009-05-29
  Citigroup Global Markets Inc.
  Miami, FL
• 2006-11-30 → 2007-05-29
  Citicorp Investment Services
  Miami, FL
  Miami, FL
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-11-01

Other Names

• Miguel Angel Corvalan
• Miguel Corvalan