Bruce Zubia

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

• 07/2022 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Hallandale Beach, FL
• 06/2022 → 06/2022
  Unemployed
  El Paso, TX
• 03/2022 → 05/2022
  U.S. Department Of State
  El Paso, TX
• 08/2017 → 05/2022
  New Mexico State University
  Las Cruces, NM
• 02/2022 → 04/2022
  City Of Sunland Park Finance Department
  Sunland Park, NM
• 01/2022 → 01/2022
  Unemployed
  El Paso, TX
• 08/2021 → 12/2021
  Universidad Pontificia Comillas
  Madrid
• 05/2021 → 08/2021
  City Of Sunland Park Community Economic Development Department
  Sunland Park, NM
• 06/2021 → 08/2021
  Bank Of America
  El Paso, NM
• 12/2020 → 04/2021
  Unemployed
  El Paso, NM
• 09/2020 → 11/2020
  State Farm Chad Peterson Agency
  Las Cruces, NM
• 12/2019 → 02/2020
  State Farm Chad Peterson Agency
  Las Cruces, NM
• 08/2020 → 10/2020
  U.S. Census Bureau
  El Paso, TX
• 07/2020 → 07/2020
  El Paso Country Club
  El Paso, TX
• 06/2020 → 07/2020
  Jack In The Box
  El Paso, TX
• 03/2020 → 05/2020
  Unemployed
  Las Cruces, NM
• 11/2019 → 11/2019
  Unemployed
  Las Cruces, NM
• 05/2018 → 10/2019
  Bbva Usa
  Las Cruces, NM
• 03/2018 → 04/2018
  Unemployed
  El Paso, TX
• 12/2015 → 02/2018
  Whataburger
  El Paso, NM
• 08/2016 → 05/2017
  Albertsons
  El Paso, TX
• 08/2013 → 02/2018
  Alta Vista Early College High School
  Anthony, NM
• 11/2022 → 09/2024
  Bank Of America, N.A.
  Hallandale Beach, FL
• 09/2024 → 05/2025
  Wells Fargo Advisors Financial Network, Llc
  El Paso, TX
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2020 → 12/2020
  Chad Peterson State Farm Agency
  Las Cruces, NM
• 10/2024 → 11/2024
  Shawmut Services Llc
  El Paso, TX
• 06/2025 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2024-10-01 → 2025-06-04
  Wells Fargo Advisors Financial Network, Llc
  El Paso, TX
• 2023-02-15 → 2024-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hallandale Beach, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-19

Other Names

• Bruce A Zubia
• Bruce Angel Zubia