Carmen Garcia Sevillano

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

• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 07/2019 → 11/2022
  Uc San Diego Health
  La Jolla, CA
• 01/2013 → 07/2019
  Student
  Riverside, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-06-10

Other Names

• Carmen Ashly Garcia
• Carmen A Garciasevillano
• Carmen A Garcia Sevillano