Eduardo Jesus Palacios Collins

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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pinecrest, FL
• 06/2018 → 05/2020
  Suntrust Bank
  Miami, FL
• 09/2016 → 05/2018
  Bull W Tech
  Orlando, FL
• 04/2016 → 09/2016
  University Of Central Florida
  Orlando, FL
• 06/2017 → Present
  Uber
  Orlando, FL
• 06/2017 → Present
  Lyft Inc
  Orlando, FL

Other Businesses

1.For profit or not for profit: for profit 2.Name of outside business organization: Lyft Inc. 3.Investment related: no 4.Address of business (City and State Only): San Francisco, California 5.Nature of business: Rideshare Driver 6.Position, title, association: Driver 7.Start date of relationship: 06/2017 8.Number of hours devoted: 4 a week approx. 9.Number of hours devoted during trading hours: 0 10.Duties: Drive for passenger ?You reported Other Business within the AIM system:- Uber Technologies. 11.For profit or not for profit: for profit 12.Name of outside business organization: Uber Technologies Inc. 13.Investment related: no 14.Address of business (City and State Only): San Francisco, California 15.Nature of business: Rideshare Driver 16.Position, title, association: Driver 17.Start date of relationship: 06/2017 18.Number of hours devoted: 4 a week approx. 19.Number of hours devoted during trading hours: 0 20.Duties: Drive for passenger. I*1021260, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Uber Technologies, Inc., Address: San Francisco, California 94103, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 08/01/2017, No Hours: 4, No Hours during trading: 0, Duties: ride share driver

Exams

• S66 Uniform Combined State Law Examination
  2023-01-21

Other Names

• Eduardo Jesus Palacios Collins
• Eduardo Palacios
• Eduardo Jesus Palacios-Collins
• Eduardo J Palacios-Collins
• Eduardo Jesus Palacioscollins