Leonardo David Vega

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

• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 07/2021 → 05/2023
  Movil Realty
  Durham, NC
• 05/2019 → 07/2021
  T-Mobile Usa
  North Bergen, NJ
• 05/2016 → 05/2019
  Best Buy
  Secaucus, NJ
• 06/2014 → 05/2016
  Unemployed
  Union City, NJ
• 06/2016 → 07/2016
  Life Time Fitness, Inc.
  Raleigh, NC
• 11/2022 → 12/2022
  519 Home Inc
  Durham, NC
• 09/2024 → Present
  Bank Of America, N.A.
  Raleigh, NC

Other Businesses

I*1982266, For Profit, Name of the other businessRental Property1Whether the business is investment-relatedYesAddress of the other businessDurham, NCNature of the other businessRental PropertyYour positionOwnerTitle, or relationship with the other businessOwnerStart date of your relationship12/2022Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessCollect Rent

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30