Monica Guadalupe Villafuerte-Moran

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
  Boca Raton, FL
• 01/2019 → 03/2019
  Banana Republic
  Boca Raton, FL
• 06/2014 → 10/2020
  Gema Healthcare, Llc
  Miami, FL
• 09/2016 → 12/2018
  Luxe Capital/ Dolce Living
  Miami, FL
• 09/2017 → 10/2018
  Creative Associates
  Washington, DC
• 06/2014 → 12/2017
  United Finantial Consultants
  Miami, FL
• 10/2017 → 11/2017
  Tjx
  Boca Raton, FL
• 04/2019 → Present
  Bank Of America, N.A.
  Boca Raton, FL

Other Businesses

I*122255 For profit or not for profit: For-Profit Organization Name of outside business organization: Gema Healthcare,LLC Investment related: N Address of business: Miami, Florida 33137 Nature of business: LLC, Position, title, association: Other, Independent Consultant Start date of relationship: 6/2/2014 Number of hours devoted: 25 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Documents review and Translations.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-09

Other Names

• Monica Villafuerte
• Monica Guadalupe Villafuerte