Yago Gonzalez

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

• 03/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canton, OH

Other Businesses

I*1184265 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Pittsburgh, Pennsylvania, 15203 Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 2/14/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2006-07-26
• S63 Uniform Securities Agent State Law Examination
  2004-02-18

Other Names

• Yago Gonzales