Lina Hued

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

• 09/2010 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL
• 09/2010 → 01/2022
  Bank Of America, N.A.
  Jupiter, FL
• 01/2022 → 04/2024
  First Republic Investment Management, Inc
  Jupiter, FL
• 01/2022 → 10/2023
  First Republic Securities Company, Llc
  Jupiter, FL
• 09/2023 → 04/2024
  J.P. Morgan Securities Llc
  Jupiter, FL
• 10/2023 → 04/2024
  Jp Morgan Chase Bank, N.A.
  Jupiter, FL
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL

Previous Registrations

• 2022-01-27 → 2024-04-22
  J.P. Morgan Private Wealth Advisors Llc
  Jupiter, FL
• 2024-03-23 → 2024-04-20
  J.P. Morgan Securities Llc
  Boston, MA
  Jupiter, FL
• 2017-03-21 → 2022-01-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL
  Jupiter, FL
  Jensen Beach, FL
  Palm City, FL
  Stuart, FL
  Jensen Beach, FL
  Jensen Beach, FL
  Jensen Beach, FL

Other Businesses

I*5560 FOR PROFIT OR NOT FOR PROFIT: NAME OF OUTSIDE BUSINESS ORGANIZATION: LINA HUED INVESTMENT RELATED: ADDRESS OF BUSINESS: RIVIERA BEACH, FLORIDA 33404 NATURE OF BUSINESS: , POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 11/1/2017 NUMBER OF HOURS DEVOTED: 3 HOUR(S) NUMBER OF HOURS I*9237 For profit or not for profit: Name of outside business organization: Lina Hued Investment related: Address of business: Port St Lucie, Florida 34953 Nature of business: , Position, title, association: , Start date of relationship: 1/1/2020 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Duties: I*1815320, Entity Type, Name of OBA: Rental Property 1 Address: Riviera Beach, Florida, 33404 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2023No Hours: 2 Monthly No Hours during trading: 0 Duties: I*1815321, Entity Type, Name of OBA: Rental Property 2 Address: Port Saint Lucie, Florida, 34953 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2023, No Hours: 2 monthly No Hours during trading:0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2017-03-18

Other Names

• Lina Hued
• Lina Yadhira Hued