Julio E Medina

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

• 06/2012 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2018 → 06/2018
  Bank Of America, N.A.
  Miami, FL
• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 06/2018 → 06/2021
  Banco Santander Internacional
  Miami, FL
• 08/2021 → Present
  Bank Of America, N.A.
  Miami, FL

Previous Registrations

• 2012-09-17 → 2018-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-20
• S63 Uniform Securities Agent State Law Examination
  2020-11-17

Other Names

• Julio Eduardo Medina
• Julio E Medina
• Julio Medina