Gabriela Alejandra Tamakloe

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

• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sparta, NJ
• 01/2022 → 05/2023
  Money At Work, Llc
  Cedar Knolls, NJ
• 01/2017 → 12/2021
  Leslie Law Firm, Llc
  Cedar Knolls, NJ
• 08/2014 → 06/2018
  Kristin Sostowski
  Mendham, NJ
• 08/2018 → 05/2020
  Drew University
  Madison, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-10-26

Other Names

• Gabriela A Quiroz Zelaya
• Gabriela A Tamakloe
• Gabriela Alejandra Quiroz