Vera Aguila-Roehr

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

• 11/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 10/2016 → 11/2017
  Grove Bank & Trust
  Miami, FL
• 06/2016 → 09/2016
  Unemployed
  Miami, FL
• 02/2018 → Present
  Bank Of America, N.A.
  Coral Gables, FL

Other Businesses

I*, 2066412 Entity Type: Not for profit Name of OBA: Miami Dade Public Schools Address: Miami, FL 33132 Investment Related: No Position, Title, Association: Alternate Appointee as Parent Member for District Wellness Advisory Committee Employee Start Date: 12/10/2024 No Hours: 3 No Hours during trading: 0 Duties: citizen participation group for the Schoolboard wellness committee

Exams

• S66 Uniform Combined State Law Examination
  2018-04-12
• S63 Uniform Securities Agent State Law Examination
  2008-07-14

Other Names

• Vera Nerling