Miguel Uribe Lopez

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

• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2025 → 05/2025
  Enterprise
  Bridgeview, IL
• 09/2020 → 01/2025
  Chicago Hope Academy
  Chicago, IL
• 12/2022 → 01/2024
  Windy City Bulls
  Hoffman Estates, IL
• 05/2015 → 06/2022
  Footlocker Inc
  North Riverside, IL
• 03/2017 → 07/2017
  Zenith Facility Inc
  Chicago, IL
• 05/2018 → 05/2018
  Fedex
  Countrside, IL
• 05/2019 → 11/2019
  Roadrunner Freight
  Bolingbrook, IL
• 07/2023 → 07/2023
  Apex Elite
  Oakbrook, IL
• 01/2020 → 09/2020
  Loyola University Medical Center
  Berwyn, IL
• 08/2015 → 08/2019
  Morton College
  Cicero, IL
• 08/2017 → 06/2020
  Lewis University
  Romeville, IL
• 07/2025 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*2502274, Entity Type, Name of OBA: E P Address: BerwynIllinois60402 Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 04/16/2025No Hours:0 No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2024-09-25

Other Names

• Miguel Lopez