Gilbert Medeiros
CRD Number: 7656042Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Gilbert Medeiros (CRD# 7656042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cranston, RI and has 1 year of experience in the finance industry.
CRD# 836683
Rbc Capital Markets, LLC
CRD# 5430557
Commonwealth Financial Network
CRD# 6335780
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Wakefield, RI | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wakefield, RI | Oct 2022 - Current | 1 |
| Eastern Poker Tour | Walpole, MA | Sep 2021 - Oct 2022 | 1 |
| Bristol Community College | Fall River, MA | Apr 2021 - Oct 2022 | 1 |
| Paul Masse Buick Gmc South | South Kingstown, RI | Nov 2020 - Apr 2021 | < 1 |
| Grieco Hyundai | Johnston, RI | Oct 2018 - Sep 2020 | 1 |
| Uber/lyft/self Employed | Boston, MA | May 2017 - Oct 2018 | 1 |
| Tj Collectibles | Milford, MA | Apr 2016 - May 2017 | 1 |
| Dominos Pizza | Fall River, MA | Jan 2015 - Apr 2016 | 1 |
| D&sons Construction | Somerset, MA | Jan 2009 - Jan 2015 | 6 |
| Home Depot | Somerset, MA | Oct 2014 - Dec 2014 | < 1 |
| Bristol Community College | Fall River, MA | Nov 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CT
- RI
- 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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