Gabriella Silva Stern

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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 06/2022 → 01/2023
  Guaranteed Rate Inc
  Chicago, IL
• 07/2019 → 05/2020
  Intermountain Academy
  Tucson, AZ
• 08/2020 → 05/2024
  Loyola University Chicago
  Chicago, IL
• 08/2015 → 05/2019
  University Of Arizona
  Tucson, AZ
• 05/2020 → 06/2022
  Unemployed
  Chicago, IL

Other Businesses

I*5127284 Entity Type: For Profit Name of OBA: Handshake Address: San Francisco, California, 94104 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 07/29/2026 Number of Hours: 8, Weekly Number of Hours during trading: 0 Duties: Online employment network. For my purposes will be used to take on short projects not related to work at Bank of America. Take on short projects to help train artificial intelligence.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-09