Lina Maria Vergara

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

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 07/2013 → 12/2021
  Suntrust Bank
  Miami, FL
• 06/2023 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*3070273, Entity Type: For Profit, Name of OBA: LV REAL ESTATE 20130 LLC, Address: Miami, Florida, 33179, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 04/06/2024, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: OWNER OF PROPERTY/LAND OWNER, RENTAL PROPERTY I*3071276, Entity Type: For Profit, Name of OBA: LV REAL ESTATE 558 LLC , Address: MIAMI, Florida, 33179, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 04/06/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: OWN AND MANAGE, RENTAL PROPERTY I*3702280 Entity Type: For Profit Name of OBA: LV Real Estate Edge LLC Address: Miami, Florida, 33130 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/21/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Real estate property owner I*4111266, Entity Type: , Name of OBA: Rental Property 2, Address: Miami, Florida, 33130, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 04/01/2026, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2022-09-24

Other Names

• Lina Maria Vergara Palomino
• Lina M Vergarapalomino