Coral Ismeyri Peguero Baez

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

• 09/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Montvale, NJ
• 06/2017 → 08/2018
  Tiffany & Company
  Parsippany, NJ
• 09/2015 → Present
  Bank Of America, N.A.
  Montvale, NJ

Other Businesses

I*131165For profit or not for profit: For-Profit OrganizationName of outside business organization: Aerotek Address of business: Fairfax, Virginia 22033Nature of business: Corporation,Position, title, association: Part-Time, Start date of relationship: 5/23/2020Number of hours devoted: 120 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Part time job, contract of 3 months, will be doing data entry work in a laboratory. I*828251For profit or not for profit: Entity For ProfitName of outside business organization: Metlang Investment related: NAddress of business: glendale, California, 91203Nature of business: ["Corporation"]Position, title, association: ["Employee"], Start date of relationship: 5/23/2022Number of hours devoted: 20 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Translating documents from English to spanish I*2600285, Entity Type: , Name of OBA: Rental Property 1, Address: Newark, New Jersey, 07103, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 09/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-02-01

Other Names

• Coral I Peguero
• Coral Peguero
• Coral Peguero Baez