Yesenia Denisse Burgos

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marietta, GA
• 03/2024 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 11/2025 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 03/2023 → Present
  A5 Volleyball Club
  Roswell, GA
• 05/2026 → Present
  Principal Securities, Inc.
  Alpharetta, GA
• 05/2026 → Present
  Principal Advised Services
  Alpharetta, GA
• 05/2026 → Present
  Principal Life Insurance Company
  Alpharetta, GA
• 05/2026 → Present
  Principal Bank
  Alpharetta, GA
• 07/2022 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marietta, GA
• 09/2021 → 07/2022
  Bank Of America
  New York, NY
• 07/2021 → 09/2021
  Year Up
  New York, NY
• 01/2020 → 05/2022
  Baruch College - Zicklin School Of Business
  New York, NY
• 08/2019 → 12/2019
  Shorter University
  Rome, GA
• 09/2018 → 04/2019
  Barry University
  Miami Shores, FL
• 06/2020 → 06/2021
  Integrate Nyc
  New York, NY
• 11/2021 → 06/2022
  Big City Volleyball
  New York, NY
• 04/2022 → 07/2023
  Eldr
  New York, NY
• 09/2019 → 12/2021
  Board Of Elections - City Of New York
  New York, NY
• 05/2021 → 08/2021
  Project Destined
  New York, NY
• 09/2017 → 02/2021
  Yvote Ny/Next-Gen Politics
  Brooklyn, NY
• 08/2020 → 10/2020
  U.S. Census Bureau
  Washington D.C., DC
• 10/2018 → 05/2019
  Miami Heat
  Miami, FL
• 02/2015 → 06/2018
  Nyc Ischool
  New York, NY
• 09/2019 → 02/2020
  Amazon
  New York, NY
• 09/2020 → 01/2021
  Social Good Fund
  New York, NY

Previous Registrations

• 2023-06-01 → 2026-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lawrenceville, GA
  New York, NY
  Marietta, GA
  Marietta, GA
  Smyrna, GA
  Atlanta, GA
  Marietta, GA
  Alpharetta, GA

Other Businesses

**A5 PURE VOLLEYBALL LLC POSITION: Volleyball Coach NATURE: Volleyball Coach INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 11000 Alpharetta Hwy, Roswell GA 30076, United States DESCRIPTION: Volleyball Coach - teaching youth volleyball, competing in tournaments. **BIG CITY VOLLEYBALL LLC. POSITION: Open Play Manager NATURE: Volleyball Managing INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 411 E 11th ST, New York NY 10003, United States DESCRIPTION: I am the open play manager on some Saturdays. I help check people into the gym for open volleyball play.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26

Other Names

• Yesenia Denisse Burgos
• Yesenia Burgos