Rodolfo Fuentes
Rodolfo Fuentes is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Colorado Springs, CO, 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
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
90 S Cascade Ave, Colorado Springs, CO, 80903
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Rodolfo owns The Macro Advisor, LLC, which was initially opened when he worked for Allstate as a contractor. The LLC remains open solely for tax purposes and the bank account is in the process of being closed; Rodolfo dedicates minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
56 Capital Partners, LTD
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Key Investment Services LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations5 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.