Luz Melissa Taveras

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

• 02/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 01/2022 → Present
  Bank Of America, N.A.
  Nashville, TN

Other Businesses

I*1194260 For profit or not for profit: For Profit Name of outside business organization: Rental Property 1 Investment related: No Address of business: Antioch, Tennessee, 37013 Nature of business: Rental Property Position, title, association: Sole owner Start date of relationship: 3/1/2023 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2023-01-26

Other Names

• Melissa Taveras