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Camilo Gutierrez

25 Years of Experience
Miami, FL
1 DisclosureBroker

Camilo Gutierrez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miami, FL, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

701 Brickell Ave, Miami, FL, 33131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Closed-No Action
Other Business Activities

Camilo established MGS Brothers LLC in 2017 for tax purposes related to his primary residence, dedicating minimal time annually. He also established MG Pelican, LLC in 2024 for a second home, also dedicating minimal time annually.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - Present · 22 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - Present · 25 yrs 6 mos
Previous Registrations
Pruco Securities CorporationBroker
July 1991 - February 1992 · 7 mos
The Prudential Insurance Company of AmericaBroker
July 1991 - February 1992 · 7 mos
State Registrations15 states
AZCADEFLGAILMANYOHPARISCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.