Indira A Urcuyo

$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	2025-04-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	10/2019	Present
Lafise Bank	Managua		05/2012	07/2018
Unemployed	Thousand Oaks	CA	07/2018	10/2019
Walmart	Thousand Oaks	CA	11/2014	12/2018
Moopark College	Moorpark	CA	08/2019	12/2019
Bank Of America, N.A.	Houston	TX	10/2024	Present

10/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
05/2012 → 07/2018

Lafise Bank

Managua
07/2018 → 10/2019

Unemployed

Thousand Oaks, CA
11/2014 → 12/2018

Walmart

Thousand Oaks, CA
08/2019 → 12/2019

Moopark College

Moorpark, CA
10/2024 → Present

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-15

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