Maria Fredelinda Garcia Nuesi

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Meriden, CT
• 02/2020 → 08/2020
  Korchmar
  Puerto Plata
• 08/2013 → 01/2020
  Lifestyle Holidays Vacation Club / Sparkles Dominicana
  Puerto Plata
• 08/2020 → 09/2020
  Unemployed
  Puerto Plata
• 09/2020 → 10/2022
  Bank Of America
  Cheshire, CT
• 01/2023 → Present
  Bank Of America, N.A.
  Meriden, CT

Other Businesses

I*1086265 , Entity Type, For Profit,Entity Publicly Traded Name of OBA:Doordash Address:san francisco,CA,94107 Investment Related: NO Position, Title, Association: Consultant/Independent Contractor Employee Start Date:11/30/2022 No Hours:2 WEEKLY No Hours during trading:0 Duties:Driver, Deliver orders

Exams

• S66 Uniform Combined State Law Examination
  2023-02-07

Other Names

• Maria Fredelinda Garcianuesi