Deivy Garcia Permanez

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
  Riverside, RI
• 05/2024 → 06/2026
  Santander Bank N.A.
  Miami, FL
• 01/2022 → 01/2024
  Aldo Group
  Miami, FL
• 08/2022 → 04/2026
  Florida International University
  Miami, FL
• 01/2016 → 01/2023
  Mater Academy Middle High School
  Hialeah Gardens, FL
• 01/2021 → 06/2023
  Miami Dade College
  Miami, FL
• 02/2024 → 04/2024
  Towne Park, Ltd
  Miami, FL

Other Businesses

I*4817274, Entity Type Entity For Profit, Name of OBA: South Coast Exterior Cleaning LLC Address: Fall River Massachusetts 02721 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/17/2026 No Hours: 20 Weekly No Hours during trading: 0 Duties: I would be a sole owner and operator. I would do the physical services and collection of payment. I would be in charge of all company responsibilities. It will be an exterior cleaning company that will offer services of the nature of house washing, driveway cleaning, fence washing and deck cleaning primarily for residential home, potentially commercial in the medium-long term.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-31