Livia Ale De Moraes Silva

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

• 04/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 03/2024 → Present
  Bank Of America, N.A
  Miami, FL

Other Businesses

SHIPPINGTONS INC.; BUSINESS IS A FREIGHT FOWARDER - NOT INVESTMENT RELATED; I DO NOT DEVOTE ANYTIME TO THIS BUSINESS; THIS IS MY HUSBANDS BUSINESS, I AM SOLELY LISTED AS A SECRETARY. BUSINESS ADDRESS: 8064 NW 66 ST, MIAMI, FL 33166 I*, 411318 Entity Type, For Profit Name of OBA: Shippingtons Inc Address: MIAMI,fl,33166 Investment Related:no Position, Title, Association:Other Employee Start Date:06/06/2011 No Hours:yearly No Hours during trading: 0 Duties:I am listed as the Secretary. The corporation is a freight fowarderer, that ships internationally.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-11

Other Names

• Livia Ale De Moraes