Desirae Nicole Aguirre
Advisor at Merrill — Los Angeles, CA S Hope St
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 63, Series 65
Experience Industry experience
7 years
Location
Los Angeles, CA 90071
Merrill
Institution
Desirae Aguirre is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with individuals and families to manage their financial priorities, including home ownership, college savings, elder care, and healthcare preparation. Desirae collaborates with clients to define their goals and develop portfolio strategies tailored to reach them, providing ongoing advice and adjustments as clients' situations evolve.
With over a decade of experience that spans mortgage banking, fixed-income securities, mergers and acquisitions, operations, compliance, and wealth management, Desirae has a broad perspective on financial planning. Her expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and nonprofits, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income.
Desirae earned a Bachelor of Science in Business Administration with a concentration in Management and a minor in Economics from California State University, Los Angeles. She holds FINRA Series 6, 7, 63, and 65 registrations and professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). She is associated with Rewardopoly, LLC and Wildlings, Beyond the Wall Inc. Desirae resides in Downtown Los Angeles with her husband and their two dogs.
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.
Los Angeles, CA S Hope St
333 S Hope St
Los Angeles CA 90071
Advisors at this office
143
California · Texas
7 years of industry experience
Bank of America, N.A.
2025 - Present • 1 year
Los Angeles, CA
Merrill
2020 - Present • 6 years
Los Angeles, CA
Fidelity Brokerage Services LLC
2019 - 2020 • 1 year
Los Angeles, CA
JPMorgan Chase Bank, N.A.
2018 - 2019 • 1 year
Manhattan Beach, CA
J.P. Morgan Securities
2018 - 2019 • 1 year
Manhattan Beach, CA
Massachusetts Mutual Life Insurence CO
2018 - 2018 • 1 year
Santa Monica, CA
OneWealth Management
2018 - 2018 • 1 year
Santa Monica, CA
Montminy Securities, LLC
2017 - 2018 • 1 year
Los Angeles, CA
CREO | MONTMINY & Co., LLC
2014 - 2018 • 4 years
Los Angeles, CA
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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.
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