Antonio Nunez

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

• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, TX
• 05/2012 → 03/2018
  United States Army
  El Paso, TX
• 07/2019 → 01/2020
  First Convenience Bank
  Houston, TX
• 02/2020 → 12/2022
  Comerica Bank
  Houston, TX
• 05/2018 → 06/2019
  L.A Fitness
  Houston, TX
• 05/2023 → Present
  Bank Of America, N.A.
  Pasadena, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-06-21