Jorge Mateo-Aguilar
Jorge Mateo-Aguilar is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Marietta, GA, with 3 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
3030 Windy Hill Road, Marietta, GA, 30067
Get directionsHistory
Regulatory History (1)
Financial
September 2020Other Business Activities
Jorge has 50% ownership in M-A Holdings, LLC, a rental property business, since 2022. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations7 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.