Luis J Coronado

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

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 01/2019 → 03/2025
  Ceiba Global
  Reston, VA
• 01/2015 → 10/2018
  Quiktrip Corporation
  Tempe, AZ
• 10/2018 → 12/2018
  U-Haul
  Phoenix, AZ
• 01/2019 → 04/2022
  Ceiba Global
  Reston, VA

Other Businesses

I*2762299, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Doordash, Address: San Francisco, California, 94107, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 08/27/2025, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties: Driving and delivering food to customers. Food courier

Exams

• S66 Uniform Combined State Law Examination
  2025-07-23