Rhina Paola Pecunia Romero

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

• 07/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 01/2018 → 04/2018
  Platzer Swergold, Levine
  New York, NY
• 10/2017 → 04/2018
  Sojourn
  New York, NY
• 03/2014 → 10/2017
  One Ten Thai
  Aguadilla, PR

Exams

• S66 Uniform Combined State Law Examination
  2024-11-04

Other Names

• Rhina Paola Pecunia
• Rhina P Pecunia Romero
• Rhina Pecunia