Israel M Hernandez

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

• 11/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*1702307 Entity Type: N/A Name of OBA: IMH Capital LLC Address:UNION, NJ, 07083 Investment Related:No Position, Title, Association:General Partner/Managing Member Employee Start Date:04/05/2023 No Hours: 0 No Hours during trading:0 Duties:NON OPERATING ENTITY

Exams

• S66 Uniform Combined State Law Examination
  2017-03-25
• S63 Uniform Securities Agent State Law Examination
  2015-07-11

Other Names

• Israel Hernandez