Joel Padin

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

• 03/2014 → 07/2018
  Bank Of America, N.A.
  Boca Raton, FL
• 07/2018 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 03/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 03/2020 → 06/2021
  Bank Of America, N.A.
  Boca Raton, FL
• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2019-01-14 → 2021-07-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  New York, NY
  Fort Lauderdale, FL
  Boca Raton, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-11-20

Other Names

• Joel Padinruiz