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Marcelo Egea

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winter Park, FL

Savannah, GA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-20
NY RA APPROVED 2022-04-18
  • FL RA
    APPROVED
    Since 2025-10-20
  • NY RA
    APPROVED
    Since 2022-04-18

Branch Locations

250 S Park Ave, Winter Park, FL 32789 • United States

22 Bull St, Savannah, GA 31401 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 07/2019 Present
Unemployed New York NY 06/2018 07/2019
Casa Das Cordas São Paulo 01/2010 06/2018
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
  • S66 Uniform Combined State Law Examination
    2022-04-15

View on SEC IAPD

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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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