TP
TP

Tahimi Pimentel

5 Years of Experience
Coral Gables, FL
Broker

Tahimi Pimentel is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Coral Gables, FL, 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

355 Alhambra Cir, Florida Pwm Cg Ii, Coral Gables, FL, 33134

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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

Tahimi is the 100% owner and general partner/managing member of TCP Management LLC, formed to collect rental income from a single property. She spends minimal time managing the LLC, paying expenses, collecting rent, and addressing tenant concerns.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - Present · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - Present · 5 yrs 11 mos
State Registrations27 states
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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.
Tahimi Pimentel - Financial Advisor | TrueAdvisor