Pedro Paulo Silva

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

• 07/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 04/2015 → Present
  Bank Of America, N.A.
  Miami, FL

Previous Registrations

• 2007-05-29 → 2008-07-31
  Citigroup Global Markets Inc.
  Miami, FL
  New York, NY
• 2006-09-21 → 2007-05-29
  Citicorp Investment Services
  New York, NY
  New York, NY

Other Businesses

I*995256 For profit or not for profit: Entity For Profit Name of outside business organization: Oceanum LLC Investment related: N Address of business: Miami, Florida, 33131 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 10/5/2020 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Boat owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-11
• S63 Uniform Securities Agent State Law Examination
  2004-12-17