Yasmin Palencia Perez

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

• 10/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Moreno Valley, CA
• 09/2025 → 05/2026
  24Hr Care Services
  Riverside, CA
• 02/2015 → 10/2016
  Speedy Cash
  Rialto, CA
• 08/2014 → 10/2019
  L & L Consessions
  Pomona, CA
• 09/2014 → 12/2018
  California State University Of San Bernardino
  San Bernardino, CA
• 09/2019 → 06/2023
  University Of California, Riverside
  Riverside , CA
• 08/2026 → Present
  Bank Of America, N.A.
  Moreno Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-28

Other Names

• Yasmin Palencia