Seth I Juarez

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 01/2026 → 04/2026
  Unemployed
  Port Angeles, WA
• 04/2026 → 04/2026
  Citizens Bank
  Riverside, RI
• 05/2025 → 01/2026
  Aramark
  Port Angeles, WA
• 02/2025 → 04/2025
  Unemployed/Travel
  Lincoln, RI
• 02/2023 → 02/2025
  Walt Disney World
  Orlando, FL
• 06/2022 → 02/2023
  Extended Travel After Graduation/Unemployed
  Modesto, CA
• 09/2021 → 06/2022
  University Of California At Santa Cruz
  Santa Cruz, CA
• 06/2018 → 08/2022
  City Of Modesto
  Modesto, CA
• 09/2018 → 06/2022
  University Of California At Santa Cruz
  Santa Cruz, CA
• 08/2014 → 05/2018
  Peter Johansen High School
  Modesto, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-27