Eilier Teruel

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-07-31
TN	RA	APPROVED	2019-07-29

TX RA
APPROVED_RES

Since 2019-07-31
TN RA
APPROVED

Since 2019-07-29

Branch Locations

2 Union Sq, Chattanooga, TN 37402 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Nagelbush Mechanical Inc.	Fort Lauderdale	FL	01/2006	06/2017
Axa Advisors, Llc	New York	NY	06/2017	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chattanooga	TN	06/2019	Present
Bank Of America, N.A.	Chattanooga	TN	08/2019	Present

01/2006 → 06/2017

Nagelbush Mechanical Inc.

Fort Lauderdale, FL
06/2017 → 05/2019

Axa Advisors, Llc

New York, NY
06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chattanooga, TN
08/2019 → Present

Bank Of America, N.A.

Chattanooga, TN

Other Businesses

I*1437288 For profit or not for profit: Entity Charitable Name of outside business organization: Chattanooga Chamber NTERNATIONAL BUSINESS COUNCIL Investment related: N Address of business: Chattanooga, Tennessee, 37402, United States Nature of business: ["Governmental Organization"] Position, title, association: ["Board Member"], Start date of relationship: 9/1/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , To create a network of local international companies to support and be resources to one another.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-20

S66 Uniform Combined State Law Examination

2019-05-20

Other Names

Eilier Teruel
Eilier Teruel
Eilier Perez
Eilier Teruel Perez

View on SEC IAPD