Edmundo Fuentes
Edmundo Fuentes is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lone Tree, CO, with 29 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
10375 Park Meadows Dr, Lone Tree, CO, 80124
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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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Edmundo owns rental properties in Estes Park, which are rented out through Inclusiva, LLC, managed by his spouse. He does not hold a position or devote any time to Inclusiva, LLC.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Gwfs Equities, INC.Broker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Walnut Street Securities, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Walnut Street Securities, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations51 states
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.