Edward Estevez

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
• 05/2014 → Present
  Bank Of America N.A.
  Savannah, GA
• 06/2018 → 09/2018
  Ro Ho Ho Inc
  Pooler, GA

Other Businesses

I*1023681 For profit or not for profit: For Profit Name of outside business organization: Rental Property 1 Investment related: No Address of business: Savannah, Georgia, 31407 Nature of business: Rental Property Position, title, association: Sole owner Start date of relationship: 11/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Owner I*1500281 For profit or not for profit: For Profit Name of outside business organization: Rental Property 2 Investment related: No Address of business: Rincon, Georgia, 31326 Nature of business: Rental Property Position, title, association: Sole owner Start date of relationship: 10/2/2023 Number of hours devoted: 6 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Owner I*1951258 Entity Type: For Profit Name of OBA: Rental Property 3 Address: Raleigh, NC 27610 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 8/2/2024 No Hours: 1 hr monthly No Hours during trading: 0 Duties: Co-owner

Exams

• S66 Uniform Combined State Law Examination
  2019-01-14