Evelyn A Abraham Lopez

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

• 10/2024 → 12/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2024 → 06/2024
  Milam's Market
  Miami, FL
• 06/2017 → 08/2023
  Camp Ramaquois
  Pomona, NY
• 06/2019 → 08/2022
  Garan Inc.
  New York, NY
• 06/2018 → 08/2018
  Camp Ramaquois
  Pomona, NY
• 08/2021 → 09/2024
  University Of Miami
  Miami, FL
• 08/2019 → 03/2020
  State University Of New York At New Paltz
  New Paltz, NY
• 09/2015 → 06/2019
  Harvest Collegiate High School
  New York, NY
• 03/2020 → 05/2021
  State University Of New York At New Paltz
  Fort Lauderdale, FL
• 06/2024 → 10/2024
  Unemployed
  Fort Lauderdale, FL
• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 05/2023 → 08/2023
  Chewonki Foundation Inc
  Wiscasset, ME
• 06/2020 → 08/2020
  Fl Waves Beachwear Llc
  Fort Lauderdale, FL
• 04/2026 → Present
  Bank Of America, N.A.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-06-29
• S63 Uniform Securities Agent State Law Examination
  2025-01-09

Other Names

• Evelyn A Abraham Lopez
• Evelyn Lopez
• Evelyn Arami Perez Lopez
• Evelyn A Perez Lopez
• Evelyn Arami Abrahamlopez
• Evelyn Abraham
• Evelyn Arami Abraham Lopez
• Evelyn Perez Lopez