Gabriel Guilarte Ramos
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Coral Gables, FL 33134
Credentials
Series 66
Industry experience
9 years
Gabriel Guilarte Ramos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates closely with clients to develop personalized financial strategies tailored to their long-term goals. He leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to offer flexible wealth management approaches that adapt to changing market conditions.
Gabriel holds a Bachelor's Degree from the University of Havana and a Master's Degree from Florida International University. He carries the Professional Investment Advisor (PIA) designation. Committed to community involvement, he participates in local organizations and volunteers his time in alignment with Merrill's tradition of community engagement.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
355 Alhambra Cir
Coral Gables, FL 33134
Florida · Texas
BANK of AMERICA, N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
JPMorgan Chase Bank
2021 - 2023 (2 years)
Florida International University
2019 - 2020 (1 year)
JPMorgan Chase Bank
2017 - 2021 (4 years)
JPMorgan Securities LLC
2017 - 2021 (4 years)
Preferred Insurance Network
2016 - 2017 (1 year)
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Accountant / CPA / tax prep
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