Nery A Saucedo Gonzalez

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

• 05/2023 → 12/2024
  Papa
  Bartow, FL
• 06/2023 → 03/2025
  Equitable Advisors, Llc
  New York, NY
• 05/2023 → 05/2023
  Florida Department Of Environmental Protection
  Bartow, FL
• 01/2019 → 09/2022
  Success Mortgage Partners Inc
  Plymouth, MI
• 09/2022 → 03/2023
  Stockton Mortgage Corporation
  Lakeland, FL
• 06/2017 → 01/2019
  Roost Lending Inc
  Bartow, FL
• 06/2014 → 06/2017
  City Of Bartow
  Bartow, FL
• 03/2023 → 05/2023
  Unemployed
  Bartow, FL
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Haven, FL
• 06/2025 → Present
  Bank Of America, N.A.
  Winter Haven, FL

Previous Registrations

• 2025-03-17 → 2025-03-21
  Equitable Advisors, Llc
  Tampa, FL

Other Businesses

I*: 2431288Entity Type: For ProfitName of the other business: Mexcalito Mobile Bar LLCWhether the business is investment-related: NoAddress of the other business: Bartow, FLTitle, or relationship with the other business: General Partner/Managing MemberStart date of your relationship: 29-Jul-2024Approximate number of hours/month you devote to the other business: 40 hrs mthlyNumber of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: Dry hire mobile bar business that serves alcohol for private events. I*2433276, Entity Type Entity For Profit, Name of OBA: Rosa Mexicano Comida Autentica Mexicana LLC Address: BartowFlorida33830 Investment Related: No Position, Title, Association: Officer,Owner Employee Start Date:10/01/2025 No Hours: 5 yearly No Hours during trading: 0 Duties: Owner, Food sales

Exams

• S66 Uniform Combined State Law Examination
  2025-03-13

Other Names

• Nery Alejandra Saucedo Gonzalez
• Nery Alejandr Saucedogonzalez