Benjamim Paul Gomes

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

• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2020 → 07/2021
  Swiped
  Warren, NJ
• 06/2012 → 07/2021
  Direct Flooring
  Flemington, NJ
• 06/2019 → 06/2019
  Fidelity
  Durham, NC
• 08/2015 → 12/2017
  Wagner College
  Staten Island, NY
• 01/2018 → 06/2020
  University Of Oregon
  Eugene, OR
• 08/2023 → Present
  Bank Of America N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-04-20

Other Names

• Benjamim Gomes