Nora Calderon Gil

Employer firm

Bok Financial Private Wealth, Inc. CRD 106733

$3.72B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2018 → 06/2025
  Bank Of America, N.A.
  New York, NY
• 05/2018 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 06/2025 → Present
  Bok Financial Securities, Inc.
  Plano, TX
• 06/2025 → Present
  Bokf, Na
  Plano, TX

Previous Registrations

• 2018-06-11 → 2025-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
  Dallas, TX
• 2016-05-02 → 2018-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2015-04-16 → 2015-12-31
  Monex Asset Management, Inc.
  Houston, TX
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-04-14
• S65 Uniform Investment Adviser Law Examination
  2015-04-09

Designations

• Certified Financial Planner

Other Names

• Nora Calderon Gil
• Nora Calderon