Janelle Tanglao Garcia

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

• 04/2020 → 01/2022
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 08/2016 → 01/2022
  Wells Fargo Bank, Na
  Charlotte, NC
• 08/2012 → 01/2017
  Virginia Tech
  Blacksburg, VA
• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Previous Registrations

• 2020-10-28 → 2022-01-25
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-10-28

Other Names

• Janelle Elizabeth Tanglao
• Janelle Tanglao
• Janelle Garcia
• Janelle Tanglao Garcia