Bolor-Erdene Nergui

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

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Ramon, CA
• 07/2023 → Present
  Abb Llc
  Palo Alto, CA
• 06/2019 → 01/2023
  Bugat Corporation
  Morgan Hill, CA
• 08/2018 → 12/2020
  Uc Berkeley
  Berkeley, CA
• 09/2018 → Present
  Instacart
  San Francisco, CA
• 08/2015 → 05/2018
  Diablo Valley Community College
  Pleasant Hill, CA
• 07/2026 → Present
  Bank Of America, N.A.
  San Ramon, CA

Other Businesses

I*4772335 Entity Type: For Profit Name of OBA: A.B.B LLC Address: Palo Alto, California, 94301 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/01/2023 Number of Hours: 0 Number of Hours during trading: 0 Duties: It is a smoothie and acai shop that my husband runs and I own 1/3 share. None because I am not involved in the business activities. I*4772337 Entity Type: For Profit, Publicly Traded Name of OBA: instacart Address: San Francisco, California, 94105 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 05/01/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: It is an independent contractor for delivering groceries through the instacart platform for customers occasional grocery shopping and delivery services through instacart platform

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28

Other Names

• Julia Nergui