Pedro Gomez
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
Miami, FL 33131
Credentials
Series 66
Industry experience
9 years
Pedro Gomez is an International Wealth Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2008 and brings 24 years of experience in serving high net worth individuals, institutional and corporate clients, as well as non-profit organizations. Pedro specializes in creating personalized financial strategies by understanding his clients' life priorities and utilizing resources from both Merrill and Bank of America.
Pedro holds a Bachelor's Degree from the University of Puerto Rico System and is a Personal Investment Advisor (PIA). He provides a range of services including college education planning, family wealth management, institutional investment consulting, legacy planning, and personal retirement planning. Pedro is bilingual in Spanish and English.
He is actively involved in his community through volunteering with organizations such as Puerto Rico Pro Ayuda. Outside of work, Pedro enjoys basketball, football, golfing, music, photography, reading, spending time with his family, traveling, and watching movies.
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
701 Brickell Ave
Miami, FL 33131
Florida · Texas
Merrill
2017 - Present (9 years)
Unemployed
2017 - 2017 (1 year)
PFS Investments inc
2015 - 2017 (2 years)
Primerica Financial services
2014 - 2016 (2 years)
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