Lynnette J Fernandez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → Present
  Merrill Lynch
  Miami, FL

Other Businesses

I*510907 Entity Type: Entity For Profit Name of outside business organization: 2XX E O D 3-103, LLC Investment related: No Address of business: Marathon, Florida, 33051 Nature of business: Limited Liability Company Position, title, association: Authorized Member, Start date of relationship: 11/1/2021Number of hours devoted: 2 hours Weekly Number of hours devoted during trading hours: 0 Duties: Rental of real estate property (apartment) and responsibilities I will have is to coordinate the upkeep of the rental property as well as the bookkeeping of the rental income. I*: 2503277 Entity Type: For Profit Name of OBA: 2XX E OCEAN DRIVE 3-103, LLC Address: Key Colony Bch, FL 33051 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 6/1/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: The nature of the entity is for a rental property. Responsibility is to manage the property

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-23
• S63 Uniform Securities Agent State Law Examination
  2007-07-10