Eduardo Jose Speck Fierro

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

• 09/2018 → 07/2023
  Jpmorgan Chase Bank Na
  Houston, TX
• 09/2018 → 07/2023
  Jpmorgan Securities Llc
  Houston, TX
• 04/2016 → 04/2017
  Hacienda La Felicidad
  Quito
• 05/2017 → 08/2018
  Unemployed
  Atlanta, GA
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2023 → Present
  Bank Of America N.A.
  Houston, TX

Other Businesses

I*1397425 For profit or not for profit: Entity For Profit Name of outside business organization: Inversiones Fiasa S.A. Investment related: N Address of business: Quito, , 170132, Ecuador Nature of business: ["Corporation"] Position, title, association: ["Owner"], Start date of relationship: 9/1/2015 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Storage service company I*1403252 For profit or not for profit: Entity For Profit Name of outside business organization: Fideicomiso HIT Investment related: N Address of business: Quito, , 170150, Ecuador Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 11/16/2015 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Owner, Trust that was created for the construction of a building in Ecuador I*1403253 For profit or not for profit: Entity For Profit Name of outside business organization: Williams Aventura LLC Investment related: N Address of business: Fort Lauderdale, Florida, 33301, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Officer"], Start date of relationship: 1/6/2016 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , LLC that owns a vacation home in FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-14
• S63 Uniform Securities Agent State Law Examination
  2018-12-27

Other Names

• Eduardo J Speck Fierro
• Eduardo Jose Speck Fierro
• Eduardo Jose Speckfierro