Gift Luyindula Freitas

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

• 08/2017 → 07/2021
  Hsbc Bank Usa, N.A.
  New York, NY
• 09/2017 → 11/2017
  Hsbc Securities (Usa) Inc
  New York, NY
• 06/2016 → 08/2017
  The American College
  Bryn Mawr, PA
• 08/2016 → 05/2017
  Cuny Queens College
  New York, NY
• 08/2019 → 07/2021
  Hsbc Securities (Usa) Inc.
  New York, NY
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2021 → 11/2022
  Unemployed
  New York, NY
• 01/2023 → Present
  Bank Of America N.A.
  Broadway, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-03-26
• S63 Uniform Securities Agent State Law Examination
  2007-08-10

Other Names

• Gift Freitas
• Gift L Freitas
• Gift L Freitas
• Gift Luyindula Freitas