Linda Bumbalo

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

• 03/2016 → 10/2017
  Creative Plan Designs
  East Meadow, NY
• 11/2017 → 05/2018
  Unemployed
  North Bellmore, NY
• 05/2018 → 08/2018
  Newbridge Securities Corporation
  New York, NY
• 09/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Holbrook, NY
• 09/2018 → Present
  Bank Of America, N.A.
  Holbrook, NY
• 04/2018 → 08/2018
  Paxton Financial
  New York, NY

Previous Registrations

• 2018-08-02 → 2018-08-28
  Nfsg Corporation
  New York, NY
  Boca Raton, FL
• 2006-05-17 → 2009-04-02
  Blackrock Financial Management, Inc
  New York, NY
• 2004-10-11 → 2006-05-17
  Blackrock Capital Management, Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-07-10
• S63 Uniform Securities Agent State Law Examination
  2018-06-30
• S65 Uniform Investment Adviser Law Examination
  2004-02-23

Other Names

• Linda Bumbalo
• Linda Maria Bumbalo