CD
CD

Clarissa Delgado

5 Years of Experience
El Paso, TX
Broker

Clarissa Delgado is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in El Paso, TX, with 5 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.

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Location

4699 N Mesa St, El Paso, TX, 79912

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Clarissa is a 50% owner of two businesses in Mexico, Nuvahi and Interconexion Exponencial SA de CV, both selling natural supplements. Her husband manages the businesses, and she receives no compensation.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - Present · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.Broker
December 2020 - February 2022 · 1 yr 2 mos
State Registrations26 states
AKAZCACODEFLGAIDILMDMIMONCNENMNVNYOHOKPATXUTVAVTVirgin IslandsWA
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.
Clarissa Delgado - Financial Advisor | TrueAdvisor