Paulo Seabra

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

• 11/2019 → 02/2025
  Citigroup
  New York, NY
• 08/2019 → 11/2019
  Mitsubishi Ufj Trust And Banking Corporation
  New York, NY
• 09/2017 → 06/2019
  Rutgers University
  New Brunswick, NJ
• 07/2016 → 08/2017
  Jp Morgan Chase And Co
  Jersey City, NJ
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2021-05-03 → 2025-02-14
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  Newark, NJ

Other Businesses

I*2207293, Entity Type Entity Charitable, Name of OBA: Association of Latino Professionals for America (ALPFA) Address: AustinTexas78703 Investment Related: NoPosition, Title, Association: Committee Employee Start Date:02/18/2025 No Hours: 3 weekly No Hours during trading: 0 Duties: To engage and develop Latino talent at both the undergraduate level and professional level in the NJ and broader region. My role is as a committee member under the partner relations group where I will assist in engaging prospective partners with the non-profit and its mission.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-01