Heidi Permuy

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

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 06/2025 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*4557282 Entity Type: Entity For Profit Name of OBA: Miami on Foot Tours LLC Address: Miami, Florida, 33131 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/25/2026 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Tour Operator I wont be involved in the operations in the near future. If my mother (owner) due to any circumstance is unable to continue with the business, I'll help her run the operation in the interim

Exams

• S66 Uniform Combined State Law Examination
  2017-06-13