Emmanuel Allende

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

• 09/2014 → 11/2017
  Lincoln Financial Advisors Corporation
  El Paso, TX
• 02/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carrollton, TX
• 02/2018 → Present
  Bank Of America, N.A.
  Carrollton, TX
• 12/2017 → 02/2018
  The Home Depot
  Lawrence, KS
• 10/2016 → 02/2017
  Dial America
  El Paso, TX
• 03/2017 → 11/2017
  Allied Universal
  El Paso, TX
• 05/2017 → 03/2018
  Massachusetts Mutual Life
  El Paso, TX

Previous Registrations

• 2015-02-20 → 2017-11-15
  Osaic Fa, Inc.
  El Paso, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-02-12

Other Names

• Manny Allende