Luis R Perello

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

• 11/2012 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hollywood, CA
• 01/2013 → 09/2018
  Bank Of America, N.A.
  Hollywood, CA
• 09/2018 → 04/2019
  Jp Morgan Securities, Llc
  Sherman Oaks, CA
• 09/2018 → 04/2019
  Jp Morgan Chase Bank, N.A.
  Sherman Oaks, CA
• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Van Nuys, CA
• 04/2019 → Present
  Bank Of America, N.A.
  Van Nuys, CA

Previous Registrations

• 2018-09-06 → 2019-05-01
  J.P. Morgan Securities Llc
  Sherman Oaks, CA
• 2012-11-26 → 2018-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hollywood, CA
  Hollywood, CA
  Hollywood, CA
  Los Angeles, CA
  Los Angeles, CA
  Hollywood, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
• 2011-01-03 → 2012-11-19
  Wells Fargo Clearing Services, Llc
  Chatsworth, CA
  Westlake Village, CA
  Pacoima, CA
• 2009-12-08 → 2011-01-03
  Wells Fargo Investments, Llc
  Pacoima, CA

Other Businesses

I*: 2089258 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: North Hollywood, CA 91606 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 11/15/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: landlord duties

Exams

• S66 Uniform Combined State Law Examination
  2009-12-07

Other Names

• Luis Raymundo Perello
• Luis R Perello
• Luis Perello