Paul Andre De Ulloa

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

• 03/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sun City, CA
• 03/2015 → Present
  Bank Of America, N.A.
  Sun City, CA

Previous Registrations

• 2014-02-10 → 2014-06-17
  Msi Financial Services, Inc.
  Rancho Mirage, CA
  Murrieta, CA
  San Diego, CA

Other Businesses

OWNER RENTAL PROPERTIES - DUPLEX - UPLAND, CALIFORNIA - 0 HRS INVOLVED SINCE 10/2005

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-30
• S63 Uniform Securities Agent State Law Examination
  2013-12-04

Other Names

• Paul Andre Deulloa