Maria Eugenia Rodriguez

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
TX	RA	APPROVED	2017-05-17
FL	RA	APPROVED	2017-04-12

TX RA
APPROVED

Since 2017-05-17
FL RA
APPROVED

Since 2017-04-12

Branch Locations

1 Town Center Rd, Boca Raton, FL 33486 • 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 & Smith Incorporated	Delray Beach	FL	02/2015	Present

02/2015 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Delray Beach, FL

Other Businesses

I*4017270, Entity Type: Fiduciary role Name of OBA: C C d R, Address: Boca Raton, Florida, 33434, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/13/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: POA/Parents I*4136267 Entity Type: Fiduciary role Name of OBA: C. C. DR. TOD Address: Boca Raton, Florida, 33434 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/24/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-10

S66 Uniform Combined State Law Examination

2017-04-10

View on SEC IAPD