Yulia Mcveigh

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-01-05
NJ	RA	APPROVED	2016-10-18
TX	RA	APPROVED	2013-03-25
CT	RA	APPROVED	2012-04-30

NY RA
APPROVED

Since 2022-01-05
NJ RA
APPROVED

Since 2016-10-18
TX RA
APPROVED

Since 2013-03-25
CT RA
APPROVED

Since 2012-04-30

Branch Locations

1381 Weston Rd Global Human Resources- The Academy, Weston, FL 33326 • United States

360 Hamilton Ave Global Human Resources- The Academy, White Plains, NY 10601 • United States

South Salem, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner And Smith Incorporated	New York	NY	01/2012	Present
Bank Of America, N.A.	New York	NY	04/2012	Present

01/2012 → Present

Merrill Lynch, Pierce, Fenner And Smith Incorporated

New York, NY
04/2012 → Present

Bank Of America, N.A.

New York, NY

Other Businesses

I*4680309 Entity Type: Entity For Profit Name of OBA: Strawberry.me Address: Palo Alto, California, 94306 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 07/01/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: This organization provides access to personal and professional coaching for the general public. The coaching is offered online. I will be working as a career coach.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-27

S66 Uniform Combined State Law Examination

2012-04-27

Other Names

Yulia Loginova
Yulia Fenzl

View on SEC IAPD