Maria Leon-Mills

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

• 07/2016 → 04/2019
  Morgan Stanley
  Fort Lauderdale, FL
• 07/2016 → 04/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
• 04/2019 → Present
  Bank Of America, N.A.
  Aventura, FL

Previous Registrations

• 2016-07-18 → 2019-04-30
  Morgan Stanley
  Fort Lauderdale, FL

Other Businesses

I*2699267, Entity Type: , Name of OBA: K M TTEE M G L-M TTEE U/A DTD 04/04/2025 , Address: Boca Raton, Florida, 33434, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 04/04/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2015-08-15

Other Names

• Maria Gabriela Leon
• Maria Gabriela Leon Luna
• Maria Gabriela Leon-Mills
• Maria Leon-Mills