Juan Delacruz (CRD# 5503094) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgewood, NY and has over 8 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch | Ridgewood, NY | Jul 2022 - Current | 1 |
| Bank Of America N.a. | Ridgewood, NY | Jul 2022 - Current | 1 |
| Blue Ocean Wealth Solutions/ Mass Mutual Insurance | East Hills, NY | Jan 2021 - Jul 2022 | 1 |
| Unemployed | New York, NY | Jul 2020 - Jan 2021 | < 1 |
| Fair Quote Agency/allstate Insurance Company | Melville, NY | Dec 2019 - Jul 2020 | < 1 |
| Yelp | New York, NY | Dec 2018 - Nov 2019 | < 1 |
| Allied Millennial Partners | New York, NY | Jan 2018 - Oct 2018 | < 1 |
| Self Employed | Flushing, NY | Oct 2016 - Jan 2018 | 1 |
| Raymour & Flanigan | New York, NY | May 2017 - Oct 2017 | < 1 |
| David Lerner Associates, Inc. | Syosset, NY | Dec 2015 - Oct 2016 | < 1 |
| Heartland | Princeton, NJ | Sep 2015 - Jan 2016 | < 1 |
| Unemployed | East Elmhurst, NY | Jan 2015 - Sep 2015 | < 1 |
| Liberty Travel | Bayside, NY | Jul 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- NY
- 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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