Barbara 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

• 09/2021 → 05/2022
  Ameriprise Financial Services Llc
  Los Angeles, CA
• 03/2021 → 09/2021
  Volkswagen Santa Monica
  Santa Monica, CA
• 08/2018 → 12/2018
  The Body Shop
  Santa Monica, CA
• 07/2017 → 01/2019
  Jo Malone London
  Miami Beach, FL
• 06/2013 → 06/2017
  Swatch Inc.
  Miami, FL
• 07/2022 → 09/2024
  E*Trade Securities Llc
  Los Angeles, CA
• 07/2022 → 09/2024
  E*Trade Capital Management Llc
  Los Angeles, CA
• 04/2017 → 07/2017
  Henri Bendel, Inc
  Aventura, FL
• 04/2019 → 04/2019
  New Caps Llc
  Burbank, CA
• 09/2020 → 09/2020
  Fleishiks 1 Llc Charcoal Restaurant
  Los Angeles, CA
• 12/2019 → 07/2020
  Maxim Healthcare Services
  Los Angeles, CA
• 08/2019 → 12/2021
  Los Angeles City College
  Los Angeles, CA
• 04/2019 → 12/2019
  Doordash, Inc
  Los Angeles, CA
• 03/2023 → 09/2024
  Morgan Stanley
  Los Angeles, CA
• 09/2023 → 09/2024
  Morgan Stanley
  Los Angeles, CA
• 09/2023 → 09/2024
  Morgan Stanley
  Los Angeles, CA
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 03/2020 → 09/2020
  Bossa Nova
  Los Angeles, CA
• 08/2015 → 05/2018
  Miami Dade College
  Miami, FL
• 06/2018 → 08/2018
  Uno De 50
  Los Angeles, CA
• 11/2024 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2023-09-05 → 2024-10-02
  Morgan Stanley
  Los Angeles, CA
• 2022-08-01 → 2023-09-05
  Harrisdirect Llc
  Los Angeles, CA
  Arlington, VA
• 2022-01-28 → 2022-05-09
  Ameriprise Financial Services, Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10