Gabriela Montalvo Burch

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

• 01/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stuart, FL
• 11/2016 → 06/2019
  Amalfi Racing
  Jupiter, FL
• 08/2015 → 12/2018
  Florida Atlantic University
  Boca Raton, FL

Other Businesses

I*1055279For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Stuart, FloridaNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 5/1/2019Number of hours devoted: 2 hour(s) YearlyNumber of hours devoted during trading hours: 0 I*2692293, Entity Type: Entity For Profit, Name of OBA: Bin Cleaning Solution LLC, Address: Stuart, Florida, 34997, Investment Related: N, Position, Title, Association: Employee, Owner, Employee State Date: 09/01/2025, No Hours: 15 Weekly, No Hours during Trading: 0 Weekly, Duties: helping the business with marketing and business bank account, This is a trash bin cleaning business my husband is starting. He will be the one mainly working on the business.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26

Other Names

• Gabriela Lorena Montalvo
• Gabriela Montalvo
• Gabriela Burch