Stephanie Cecilia Ayala

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

• 05/2018 → 11/2018
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2018 → 11/2018
  Jpmorgan Securities, Llc.
  New York, NY
• 01/2018 → 05/2018
  Pure Barre
  Huntington, NY
• 05/2017 → 08/2017
  North Western Mutual
  New York, Ny, NY
• 08/2013 → 12/2017
  Syracuse University
  Syracuse, NY
• 10/2019 → 05/2022
  Wells Fargo Clearing Services, Llc.
  New York, NY
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2018 → 10/2019
  Unemployed
  New York, NY
• 06/2022 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2022-03-09 → 2022-05-03
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

I*1747286, Entity Type: Entity For Profit, Name of OBA: POSH PICNICS NYC LLC, Address: Levittown, NY, 11756, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 01/01/2023, No Hours: 4 hrs/weekly, No Hours during trading: 0, Duties: Luxury picnic and dinner parties, custom event decor. I*2934274, Entity Type: Entity For Profit, Name of OBA: Posh Picnics NYC LLC, Address: levittown, New York, 11756, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 01/03/2022, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties: putting together flower arrangements/arranging table decor (flowers/candles/tablecloths) for intimate dinner parties/picnics, decor services/ flower arrangements for small and intimate dinner parties/picnic parties in central park (only operates on the weekends (saturday.sunday)

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-12
• S63 Uniform Securities Agent State Law Examination
  2018-12-19