Luiz Fernando Varga Buzolin

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

• 02/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 05/2017 → Present
  Bank Of America, N.A.
  Coral Gables, FL

Previous Registrations

• 2005-11-11 → 2008-09-19
  Credit Suisse Securities (Usa) Llc
  Miami, FL
  Irvine, CA
  Miami, FL

Other Businesses

I*2739297, Entity Type: , Name of OBA: Rental Property 1, Address: Palmetto Bay, Florida, 33157, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 08/05/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-09
• S66 Uniform Combined State Law Examination
  2005-10-28

Other Names

• Luiz Fernando V Buzolin
• Luiz Fernando V Buzolin