Oscar Villalva

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

• 11/2015 → 10/2016
  Optimas Solutions
  Glenview, IL
• 03/2015 → 11/2016
  Independent Contractor For Primerica
  Elgin, IL
• 03/2015 → 11/2016
  Independent Contractor For Raiser Llc
  Chicago, IL
• 12/2016 → 05/2020
  Bank Of America, N.A.
  Rolling Meadows, IL
• 12/2016 → 05/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rollings Meadows, IL
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Crystal Lake, IL
• 05/2020 → 03/2023
  First American Bank
  Bloomingdale, IL
• 03/2023 → 06/2023
  Self Employment
  Melrose Park, IL
• 08/2023 → Present
  Bank Of America, N.A.
  Crystal Lake, IL

Previous Registrations

• 2019-05-09 → 2020-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Crystal Lake, IL
  Geneva, IL
  Schaumburg, IL
  Geneva, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-05-24
• S63 Uniform Securities Agent State Law Examination
  2004-03-26

Other Names

• Oscar Villalva Tapias