Gilda Giovanna Gallardo

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

• 05/2016 → 03/2017
  Morgan Stanley
  Aventura, FL
• 03/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL

Previous Registrations

• 2016-05-27 → 2017-03-22
  Morgan Stanley
  Aventura, FL
• 2011-05-13 → 2016-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Delray Beach, FL
• 2008-10-20 → 2009-10-27
  Equitable Advisors, Llc
  Miami, FL

Other Businesses

I*103901 For profit or not for profit: For-Profit Organization Name of outside business organization: TATICA TAH-TEE-KAH LLC Investment related: N Address of business: DORAL, Florida 33178 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/1/2017 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: This was set up as a Specialty Food Online Store. The company is inactive right now- I am the Member/ Owner I*119607 For profit or not for profit: For-Profit Organization Name of outside business organization: SKYE LOUIS REALTY CO Investment related: Y Address of business: COCONUT CREEK, Florida 33073 Nature of business: Other,Real Estate License/ personal Position, title, association: Part-Time, Start date of relationship: 1/1/2019 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Will be activating my real estate license for personal investing. I*129213 For profit or not for profit: For-Profit Organization Name of outside business organization: PREMIER CSS Investment related: N Address of business: CORAL SPRINGS, Florida 33076 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/15/2020 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: My husband is opening a new business Premier CSS, He is a licensed CAM manager and the business is a Condominium Property Management company, under my ownership. I will not be involved in any of their daily management activities. I*901332 For profit or not for profit: Entity For Profit Name of outside business organization: Keyes Co. Investment related: N Address of business: CORAL SPRINGS, Florida, 33065 Nature of business: ["Corporation"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 6/27/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , My RE Broker license is active. Skye Louis, the previous RE Agency I had my license registered with, merged with Keyes Realty and my license moved to Keyes. I am not pursuing a Real Estate business and I am not planning on engaging in the business.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-03

Other Names

• Gilda Giovanna Gallardo
• Gilda G Gallardo
• Gilda Gallardo