Juan Pablo Sanz Rojas

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

• 02/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2012 → 08/2018
  Corredores Davivienda
  Bogota
• 09/2018 → 09/2018
  Unemployed
  Long Island City, NY
• 10/2018 → 11/2018
  Kaplan
  New York, NY
• 12/2018 → 01/2019
  Unemployed
  Long Island City, NY
• 03/2019 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*4961270 Entity Type: For Profit Name of OBA: Two Grove Development LLC Address: Miami, Florida, 33133 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/30/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: Real Estate Development of two townhomes. Owner

Exams

• S66 Uniform Combined State Law Examination
  2019-04-24