Maria C Schnirman

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

• 05/2007 → 10/2021
  Citigroup Global Markets Inc.
  New York, NY
• 10/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2021 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2020-06-22 → 2021-10-22
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  Holbrook, NY
  New York, NY
  New York, NY
  Uniondale, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-19
• S63 Uniform Securities Agent State Law Examination
  2018-03-15

Other Names

• Maria Constanza Urbina
• Maria Constanza Schnirman
• Maria Constanza Schnirman-Urbina