Alberto Cosio
Alberto Cosio is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Coral Gables, FL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
355 Alhambra Cir, Pbig-Florida Pwm Cg, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alberto owns Mi Preferida, LLC, created to hold investments, and Mi Preferida II, LLC, a self-directed Roth IRA entity. He is also a consultant for Miami Angels, an angel investing organization, serves on the finance committee for St. Augustine Catholic Church, and owns an LLC to hold a residential property; these activities require minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Lehman Brothers INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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