Eugenio Bernardo R Gomez Y Gomez

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

• 08/2015 → 05/2019
  Saint Mary's Hall High School
  San Antonio, TX
• 08/2019 → 08/2023
  University Of Richmond
  Richmond, VA
• 01/2021 → 03/2021
  Mon Chou Chou
  San Antonio, TX
• 01/2022 → 09/2023
  University Of Richmond
  Richmond, VA
• 08/2023 → 06/2025
  Alterna Securities, Inc.
  Houston, TX
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 05/2019 → 08/2019
  Universita Per Stranieri
  Perugia
• 07/2025 → Present
  Bank Of America, N.A.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-26
• S63 Uniform Securities Agent State Law Examination
  2023-10-13

Other Names

• Eugenio Bernardo Ricardo Gomez
• Berni Gomez
• Bernardo Gomez
• Eugenio Gomezygomez
• Eugeniobernar Gomezygomez
• E Gomezygomez