Johanna Salgado

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

• 09/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Port Saint Lucie, FL
• 02/2024 → Present
  Kitchen North Restaurant
  Palm Beach Gardens, FL
• 03/2025 → Present
  Bank Of America, N.A.
  Port Saint Lucie, FL

Other Businesses

I*2146274, Entity Type, Name of OBA: Rental Property 1 Address: port st lucieFlorida34983 Investment Related: No Position, Title, Association: Sole owner Employee Start Date:12/27/2024 No Hours: 1 monthly No Hours during trading: 0 Duties *3279274Entity Type: Entity CharitableName of OBA: HUMBLED BEGINNINGSAddress: fort pierce, Florida, 34982Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 12/09/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Non Profit Organization that build futures, and elevate beginnings for better lives for underpriveleged individuals. Secretary of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-28

Other Names

• Joanna Salgado