Rachel L Barzilay

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2010-01-04
FL	RA	APPROVED	2008-12-02

TX RA
APPROVED

Since 2010-01-04
FL RA
APPROVED

Since 2008-12-02

Branch Locations

1 Town Center Rd, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Coral Springs	FL	08/2008	Present
Bank Of America,Na	Coral Springs	FL	09/2009	Present

08/2008 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Coral Springs, FL
09/2009 → Present

Bank Of America,Na

Coral Springs, FL

Other Businesses

I*368053For profit or not for profit: For-Profit OrganizationName of outside business organization: Barz Group LLCInvestment related: YesAddress of business: Boca Raton, Florida 33431Position, title, association: Limited PartnerStart date of relationship: 6/22/2020Number of hours devoted: 1 hr QuarterlyNumber of hours devoted during trading hours: 0Duties: Barz Group LLC created by myself, my husband and my sister. Reason for creation of LLC is to invest in real estate. I*3813265Entity Type: Fiduciary roleName of OBA: J. B. H. UTMAAddress: Boca Raton, Florida, 33434Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 02/23/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Nephew I*3813266Entity Type: Fiduciary roleName of OBA: N. B. H. UTMAAddress: Boca Raton, Florida, 33434Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 02/23/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Niece I*4149266, Entity Type: , Name of OBA: J A B C/F J B H UTMA/FL UNTIL AGE 21 , Address: Boca Raton, Florida, 33434, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/25/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*4149267, Entity Type: , Name of OBA: J A B C/F N B H UTMA/FL UNTIL AGE 21 , Address: Boca Raton, Florida, 33434, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/25/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: