Victoria R Santoro

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 05/2015 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Other Businesses

I* 1739273 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: Joshua Tree, CA, 92252 Nature of business: Position, title, association: Sole owner Start date of relationship: 04/01/2024 Number of hours devoted: 2 weekly Number of hours devoted during trading hours: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2014-11-24

Other Names

• Victoria Santoro