Alvaro Valverde

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

• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Whittier, CA
• 05/2020 → 06/2022
  Bio Terra Corporation
  La Puente, CA
• 04/2019 → 05/2020
  Bio Terra Corporation
  La Puente, CA
• 05/2018 → 11/2018
  Alpha Bright Inc.
  Los Angeles, CA
• 06/2014 → 03/2019
  California State University Of San Bernardino
  San Bernardino, CA
• 04/2019 → 09/2020
  Highly Spoken Inc
  Los Angeles, CA
• 06/2022 → 10/2024
  Bank Of America
  Whittier, CA
• 01/2025 → Present
  Bank Of America, N.A.
  Whittier, CA

Other Businesses

I*: 3015279 Entity Type: POA Name of OBA: MA Address: La PuenteCalifornia91746 Investment Related: n Position, Title, Association: POA Employee Start Date: 10/20/2025 No Hours: 1hr/yr No Hours during trading:0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2024-06-22

Other Names

• Alvaro Omar Valverde