Nicholas Alexander Deluna

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 08/2015 → 05/2019
  University Of Mississippi
  Oxford, MS
• 06/2017 → 08/2017
  Fisher Investments
  San Mateo, CA
• 06/2015 → 06/2019
  Collection Bureau Of America
  Hayward, CA
• 05/2018 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2019 → Present
  Bank Of America, N.A.
  Nashville, TN

Other Businesses

I*1663291, Entity Type: Entity Not for Profit, Name of OBA: United Way Greater Nashville, Address: Nashville,Tennessee 37209, Investment Related: N, Position, Title, Association: Member, Employee Start Date: 01/10/2024, No Hours: 0, No Hours during trading: 0, Duties: The Young Leaders Society is a network of passionate young professionals creating lasting impact in their communities. YLS members connect with each other and their community through leadership development, volunteer opportunities, networking experiences and more. How It Works Young professionals age 45 and younger. Pledge now with a minimum annual gift of $500 to United Way (just $20/pay period). Be sure to utilize your company's match program if available. Members expand their social and professional networks and enhance their skill sets by networking and volunteering with like-minded individuals.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-30

Other Names

• Nicholas Deluna
• Nick Deluna