Ana Laurence Orriols
Advisor at Merrill — Miami, FL S Biscayne Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Miami, FL 33131
Merrill
Institution
Ana Orriols is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at UBS Financial Services, Inc. and Bank of America, N.A. Outside of finance, her background includes roles at Project Olas and Spazio Home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL S Biscayne Blvd
200 S Biscayne Blvd, Pbig Florida Pwm
Miami FL 33131
Advisors at this office
51
Arkansas · Florida · New York · Texas
3 years of industry experience
Bank of America, N.A.
2026 - Present • 1 year
Miami, FL
Merrill
2026 - Present • 1 year
Miami, FL
UBS Financial Services, Inc
2023 - 2026 • 3 years
Weehawken, NJ
Project Olas
2021 - 2021 • 1 year
Washington, DC
Spazio Home
2020 - 2020 • 1 year
Miami, FL
Lee Chandler Enterprises
2020 - 2020 • 1 year
Indianapolis (Remote), IN
Georgetown University
2019 - 2023 • 4 years
Washington, DC
Palmetto High School
2016 - 2019 • 3 years
Miami, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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