Antonio Manuel 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

• 08/2023 → 10/2023
  Mml Investors Services, Llc
  East Hills, NY
• 08/2023 → 10/2023
  Massmutual Life Insurance Co
  East Hills, NY
• 05/2022 → 08/2023
  Merrill Lynch
  Garden City, NY
• 08/2021 → 05/2022
  Adelphi University
  Garden City, NY
• 09/2017 → 01/2022
  Carvel
  Brooklyn, NY
• 05/2015 → 08/2017
  Mcdonald's
  Brooklyn, NY
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2023 → 07/2024
  Brown Brothers Harriman
  New York, NY
• 06/2021 → 07/2021
  9707 Fourth Avenue Apts Inc
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-01-27

Other Names

• Antonio Manuel Lopez
• Antonio Lopez