Eduardo Gumucio

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN

Other Businesses

I*4855269, Entity Type: , Name of OBA: E & K G Family Living Trust 2025, Address: Old Hickory, Tennessee, 37138, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 11/11/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4855270, Entity Type: , Name of OBA: K B G, Address: Old Hickory, Tennessee, 37138, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 11/11/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4856269, Entity Type: , Name of OBA: K B G, Address: Old Hickory, Tennessee, 37138, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 11/11/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2022-05-28

Other Names

• Ed Gumucio