John Edinson Borrero

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

• 02/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*1865334, Entity Type, Name of OBA:lyft Address:san francisco, CA Investment Related:No Position, Title, Association:Consultant/Independent Contractor Employee Start Date:6/8/24 No Hours:10 weekly No Hours during trading:0 Duties:driver 10 hours a week

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-19
• S63 Uniform Securities Agent State Law Examination
  2008-08-25

Other Names

• John E Borrero
• John E Borrero