Luiz Fernando Bara Faria

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

• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 07/2020 → Present
  Bank Of America N.A.
  Mount Pleasant, SC
• 01/2020 → 06/2021
  Coastal Carolina University Athletic Department
  Conway, SC
• 01/2016 → 12/2019
  Coastal Carolina University
  Conway, SC
• 05/2019 → 09/2019
  The Milbrook Club
  Greenwich, CT

Other Businesses

I*: 1987305 Entity Type: Entity For Profit Name of OBA: LF Address: Myrtle Beach, SC Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/07/2024 Number of Hours: 1.5 hrs weekly Number of Hours during trading: 0 Duties: Teach tennis on the weekends. I will be teaching in a public park and do not report to any entity.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-01

Other Names

• Luiz Fb Faria