Valeria Mondino

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-22
FL	RA	APPROVED	2025-07-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Miami	FL	07/2019	Present
Tropical Fruit Box/Wp Produce	Miami	FL	04/2018	01/2021
Wp Produce	Miami	FL	04/2018	11/2019
Sushi Sake Killian	Miami	FL	01/2018	03/2018
Myroots Juicebar	Miami	FL	11/2017	01/2018
Maurice's Jewelers Ii	Miami	FL	11/2015	12/2017
Felix Varela Senior High	Miami	FL	08/2013	06/2017

07/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL
04/2018 → 01/2021

Tropical Fruit Box/Wp Produce

Miami, FL
04/2018 → 11/2019

Wp Produce

Miami, FL
01/2018 → 03/2018

Sushi Sake Killian

Miami, FL
11/2017 → 01/2018

Myroots Juicebar

Miami, FL
11/2015 → 12/2017

Maurice's Jewelers Ii

Miami, FL
08/2013 → 06/2017

Felix Varela Senior High

Miami, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-22