Arthur Villalba

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

• 07/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 08/2014 → 02/2017
  University Of Phoenix
  Mesa, AZ
• 04/2017 → Present
  Bank Of America, N.A.
  Chandler, AZ

Other Businesses

I*: 2237272 Entity Type: For Profit, Publicly Traded Name of OBA: Uber Address: San Francisco, CA 94158 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/18/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Taxi people on the Uber app I*: 2238263 Entity Type: For Profit, Publicly Traded Name of OBA: LYFT Address: San Francisco, CA 94107 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/18/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Taxi drivers around I*: 2622296 Entity Type: For Profit, Publicly Traded Name of OBA: Door dash Address: San Francisco, CA 94107 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 7/31/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Food delivery

Exams

• S66 Uniform Combined State Law Examination
  2017-05-23

Other Names

• Arturo Villalba