Fernando Cubillas
Fernando Cubillas is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Tucson, AZ, with 14 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
2885 N Campbell Ave, Tucson, AZ, 85719
Get directionsHistory
Regulatory History (2)
Financial
December 2019Financial
December 2017Other Business Activities
Fernando owns Watch Plating Professionals LLC, a small online business selling gold plated watches, and receives a monthly payroll payment from it. His wife manages De Billas, another online sales business, and Fernando occasionally helps with packing.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
State Registrations53 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.