April Delgado

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

• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 04/2022 → 04/2024
  South Texas Surgical Hospital
  Corpus Christi, TX
• 10/2022 → 06/2023
  Rover
  Corpus Christi, TX
• 04/2021 → 04/2022
  Bay Area Hospital
  Corpus Christi, TX
• 04/2024 → 08/2024
  Laid-Off Break
  Corpus Christi, TX
• 06/2020 → 06/2021
  Christus Hospital
  Corpus Christi, TX
• 01/2021 → 06/2021
  Uber
  Corpus Christi, TX
• 03/2019 → 06/2020
  Schlitterbahn - Corpus Christi
  Corpus Christi, TX
• 10/2018 → 02/2019
  Coastal Bend Pain Management
  Corpus Chrsiti, TX
• 01/2018 → 10/2018
  El Pato Restaurant
  Edinburg, TX
• 09/2017 → 01/2018
  Zumiez
  Mcallen, TX
• 01/2017 → 09/2017
  Chuckie Cheese
  Mcallen, TX
• 07/2015 → 01/2017
  Unemployed - At School
  Pharr, TX

Other Businesses

I*1979285, Entity Type: Entity For Profit, Name of OBA: Puparazzi Pet Memories (Dragon's Lair Kennels LLC), Address: Corpus Christi, Texas, 78413, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 02/01/2024, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: Taking out pets out to potty while owner is away on vacation. Pet-sitting

Exams

• S66 Uniform Combined State Law Examination
  2026-04-29