Nichole A Espanol Mateo

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

• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 11/2022 → 10/2024
  Bank Of America
  Cranston, RI
• 10/2022 → Present
  Amazon Flex
  Providence, RI
• 03/2022 → 11/2022
  Altanidia Beauty Supplied
  Providence, RI
• 05/2020 → 08/2020
  Altanidia Beauty Supplies
  Providence, RI
• 08/2020 → 03/2022
  Full Time Education
  Providence, RI
• 01/2019 → 05/2020
  Shaking It Up Nutrition
  North Kingstown, RI
• 09/2018 → 01/2019
  Go Pasta
  Wakefield, RI
• 04/2018 → 09/2018
  Marriot
  Providence, RI
• 09/2017 → 04/2018
  Snookers
  Providence, RI
• 08/2017 → 09/2017
  Macys
  Providence, RI
• 09/2016 → 08/2017
  Chipotle
  Cranston, RI
• 05/2015 → 09/2016
  Altanidia Beauty Supplied
  Providence, RI

Other Businesses

I*2040262, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: AMAZON.COM. INC. Address:SeattleWashington98109 Investment Related: No Position, Title, Association: Employee Employee Start Date: 10/01/2022No Hours: 6 weekly No Hours during trading: 6 weekly Duties:Deliver Whole Foods Grocery to clients utilizing the Amazon Flex application.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-30

Other Names

• Nichole A Mateo