Nathaniel Ariasvelez
CRD Number: 7655890Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nathaniel Ariasvelez (CRD# 7655890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Medford, MA | Jan 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Medford, MA | Oct 2022 - Current | 1 |
Inquilinos Boricuas En Accion | Boston, MA | Sep 2020 - Oct 2022 | 2 |
Unemployed | Boston, MA | Apr 2020 - Sep 2020 | < 1 |
Winterwyman | Cambridge, MA | Jan 2020 - Apr 2020 | < 1 |
Best Buy | Cambridge, MA | Oct 2019 - Apr 2020 | < 1 |
Unemployed | Boston, MA | Aug 2019 - Oct 2019 | < 1 |
Northeastern University | Boston, MA | Sep 2014 - Aug 2019 | 4 |
The Boston Consulting Group | Boston, MA | Jan 2019 - Jun 2019 | < 1 |
Pwc Ireland | Dublin, | Feb 2018 - Aug 2018 | < 1 |
Dublin City University | Dublin, | Sep 2017 - Aug 2018 | < 1 |
Poweradvocate | Boston, MA | Jun 2016 - Dec 2016 | < 1 |
Old Navy | Cambridge, MA | Jul 2010 - Dec 2016 | 6 |
University Of Massachusetts Amherst | Amherst, MA | Jun 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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