Gerson Lopez

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

• 09/2020 → 08/2022
  Td Ameritrade
  Fort Worth, TX
• 01/2017 → 08/2018
  Chase Bank
  Fort Worth, TX
• 12/2016 → 08/2020
  Metro By T-Mobile
  Fort Worth, TX
• 07/2016 → 12/2017
  Dillards Inc
  Tampa, FL
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 05/2018 → 05/2021
  Texas Wesleyan University
  Forth Worth, TX
• 01/2023 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2021-05-10 → 2022-09-01
  Td Ameritrade, Inc.
  Westlake, TX
• 2021-05-10 → 2022-09-01
  Td Ameritrade Investment Management, Llc
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2021-01-20

Other Names

• Gerson Antonio Lopez