Giselle Gabrielle Rosique

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

• 06/2019 → 08/2019
  Cetera Advisors
  San Antonio, TX
• 06/2020 → 09/2020
  Massmutual Financial Group
  San Antonio, TX
• 08/2019 → 06/2020
  Student
  Richardson, TX
• 07/2018 → 05/2019
  Student
  Richardson, TX
• 03/2021 → 07/2024
  Charles Schwab & Co.
  Brooklyn, NY
• 05/2018 → 06/2018
  Bill Millers
  San Antonio, TX
• 06/2019 → 09/2019
  Willies Grill And Icehouse
  San Antonio, TX
• 06/2017 → 08/2017
  Axa Advisors
  San Antonio, TX
• 09/2015 → 06/2017
  Unemployed
  San Antonio, TX
• 09/2017 → 05/2018
  Unemployed
  Richardson, TX
• 09/2020 → 03/2021
  Unemployed
  San Antonio, TX
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2024 → Present
  Unemployed
  Brooklyn, NY
• 05/2025 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-25
• S63 Uniform Securities Agent State Law Examination
  2023-06-12

Other Names

• Gigi Rosique