Rogerio H Silva

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

• 02/2021 → 09/2022
  Equitable Advisors, Llc
  New York, NY
• 06/2020 → 02/2021
  Unemployed
  Spring, TX
• 04/2008 → 05/2020
  National Oilwell Varco
  Conroe, TX
• 10/2022 → 10/2022
  Mutual Of Omaha Investor Services
  Corpus Christi, TX
• 10/2022 → 10/2022
  Mutual Of Omaha Insurance Company
  Corpus Christi, TX
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 12/2022 → Present
  Bank Of America, N.A.
  Corpus Christi, TX

Previous Registrations

• 2022-10-11 → 2022-11-11
  Mutual Of Omaha Investor Services, Inc.
  Houston, TX
  Corpus Christi, TX
• 2021-05-20 → 2022-10-04
  Equitable Advisors, Llc
  Houston, TX

Other Businesses

I*: 2487282Entity Type: Fiduciary roleName of OBA: J. A S.Address: Corpus Christi, TX 78415Investment Related: NoPosition, Title, Association: POAEmployee Start Date: 05/26/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: POA for parentsI*2712270, Entity Type: , Name of OBA: Knights of Columbus, Address: Corpus Christi, Texas, 78412, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 09/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: I have been asked to take on the role of Advocate for the local council. The advocate ensures all council business is conducted in line with: the National Charter, the local by-laws, and Roberts Rules of Order.The purpose can be summed up as "Faith in Action, Charity in Service". It is a fraternal organization whose core purposes are Charity, Unity, Fraternity, and Patriotism. "The knights of Columbus is a catholic brotherhood dedicated to strengthening faith, unity, fraternity, and patriotism." I*4486270 Entity Type: Entity For Profit Name of OBA: S & R Property Solutions Address: Corpus Christi, Texas, 78414 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/15/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Renting and selling residential real estate Part owner. My role will be primary decision maker regarding buying and selling. along with approving any renovations and improvements prior to renting or selling.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-14

Other Names

• Rogerio Silva
• Roger Silva
• Rogerio H Silva
• Rogerh Silva