Maryury Burbano Montano

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

• 02/2016 → 07/2017
  Bb&T
  Sterling, VA
• 06/2017 → 04/2019
  Suntrust
  Purchellville, VA
• 09/2020 → 08/2022
  Principal Life Insurance Co
  Bethesda, MD
• 06/2021 → 08/2022
  Principal Securities Inc
  Bethesda, MD
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA
• 08/2017 → 06/2020
  George Mason University
  Sterling, VA
• 10/2022 → Present
  Bank Of America N.A.
  Leesburg, VA

Previous Registrations

• 2022-01-10 → 2022-08-29
  Principal Securities, Inc.
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2022-01-07

Other Names

• Maryury Burbano Montano
• Maryuri Burbano
• Maryuri Burbano Montano
• Marjorie Burban Montano