Malak G Garcia

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

• 06/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plano, TX
• 07/2017 → Present
  Bank Of America, N.A.
  Plano, TX

Previous Registrations

• 2010-06-28 → 2010-07-26
  Wells Fargo Clearing Services, Llc
  Frisco, TX
• 2006-02-17 → 2010-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mckinney, TX
  Dallas, TX
  Frisco, TX
• 2001-07-02 → 2006-02-22
  Morgan Stanley Dw Inc.
  Plano, TX

Other Businesses

I*2041273, Entity Type Fiduciary, Name of OBA: CDDG Address: Plano, Texas, 75023 Investment Related: No Position, Title, Association: Guardianship Employee Start Date: 10-Oct-2024 No Hours: 10 weekly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2001-01-29

Other Names

• Malak Elghadamsi
• Malak Fawzi Elghadamsi
• Malak Fawzi Elghadamsi
• Malak Adams
• Malak F Adams
• Malak G Garcia
• Malak G Adams