Cody Meza

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

• 10/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rancho Santa Fe, CA
• 02/2019 → 10/2020
  Southern Glazer's Wine And Spirits
  Cerritos, CA
• 05/2018 → 01/2019
  Bmw Encinitas(Autonation)
  Encinitas, CA
• 05/2015 → 03/2018
  Hyatt Corporation
  Carlsbad, CA
• 08/2013 → 05/2018
  San Diego State University
  San Diego, CA

Other Businesses

I*: 2535356Entity Type: Limited Liability CompanyName of OBA: Sunset TriviaAddress: San Diego, California, 92109Investment Related: NoPosition, Title, Association: EmployeeEmployee Start Date: 6/24/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2024-12-06

Other Names

• Cody Alexander Meza