Melissa N Valenzuela

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

• 12/2012 → 04/2023
  Charles Schwab & Co., Inc.
  New York, NY
• 12/2012 → 04/2023
  Charles Schwab Bank, Ssb
  New York, NY
• 04/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2023 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2013-01-24 → 2023-05-08
  Charles Schwab & Co., Inc.
  Yardley, PA
  Wayne, PA
  Princeton, NJ
  Bridgewater, NJ
  Marlton, NJ
  Philadelphia, PA
  Millburn, NJ
  New York City, NY
• 2011-08-01 → 2012-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ

Other Businesses

I*1324316 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 8/1/2022 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I*1809262 Entity Type: N/A Name of OBA: Rental Property 2 Address:Cape May Point, NJ Investment Related:Yes Position, Title, Association:Co-owner with non-family members Start Date:05/31/2024 No Hours: 3 Weekly No Hours during trading:0 Duties:N/A

Exams

• S66 Uniform Combined State Law Examination
  2011-07-29

Other Names

• Melissa Nicole Valenzuela
• Melissa Valenzuela
• Melissa N Valenzuela