VP
VP

Valeriano Parayao

12 Years of Experience
Beverly Hills, CA
3 DisclosuresBroker

Valeriano Parayao is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Beverly Hills, CA, with 12 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.

Loading...

Location

9560 Wilshire Blvd, Beverly Hills, CA, 90212

Get directions

History

Regulatory History (3)
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
February 2022
Denied
Financial
March 2016
Final
Financial
March 2016
Final
Other Business Activities

Valeriano owns Attollo Properties, a DBA used to collect rent for condos in Dallas, TX, and spends minimal time on it. He is also a general partner/managing member of VPSH LLC, a real estate income property in Dallas, TX, and the sole owner of Rental Property 1, dedicating minimal time to each.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - Present · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
May 2003 - November 2006 · 3 yrs 6 mos
State Registrations26 states
ALAZCACOFLGAIDILLAMAMDMTNCNJNMNVNYOHORSCTXUTVAWAWIWY
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.
Valeriano Parayao - Financial Advisor | TrueAdvisor