Marvin Felipe Garcia

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 07/2022 → 06/2026
  Bank Of America
  Miami, FL
• 02/2019 → 07/2022
  Sunglass Hut
  Miami, FL
• 03/2020 → 07/2022
  Safety First Products
  Miami, FL
• 04/2018 → 02/2019
  Calvin Klein
  Miami, FL
• 09/2013 → 06/2017
  Doral Academy Charter High School
  Miami, FL
• 08/2017 → 12/2024
  Florida International University
  Miami, FL
• 07/2026 → Present
  Bank Of America, N.A.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-04-04

Other Names

• Marvin Garcia