Luciano Salazar

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

• 11/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 11/2005 → Present
  Merrill Lynch
  San Antonio, TX
• 09/2009 → Present
  Bank Of America, Na
  Corpus Christi, TX

Other Businesses

I*1838300 Entity Charitable Name of OBA: Convent Academy of the Incarnate Word Address: Corpus Christi, Texas, 78404 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2024 No Hours: 35 No Hours during trading: 0 Duties: School Board Director for a term of 3 years to serve as confidential source of advice for the school's administration with limited jurisdiction granted by the Sisters of the Incarnate Word. Attend 5 school board members each fiscal year that begins in July. Participate in at least one committee and attend any Board of Director retreats or planning sessions.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-21
• S63 Uniform Securities Agent State Law Examination
  1998-09-23

Other Names

• Luciano Salazar Jr