Vanessa Amaral Velasco

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

• 07/2019 → 10/2020
  Regional Finance
  Springfield, VA
• 06/2014 → 07/2018
  Full Time Education
  Alexandria, VA
• 08/2020 → 07/2023
  Strayer University
  Alexandria, VA
• 07/2023 → Present
  Strayer University
  Alexandria, VA
• 11/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 08/2016 → 05/2020
  Northern Virginia Community College
  Alexandria, VA
• 06/2024 → Present
  Bank Of America, N.A
  Vienna, VA

Other Businesses

I*1260286 Entity For Profit Name of OBA: Brasileirei Address: Woodbridge, Virginia, 22192 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/01/2023 No Hours: 3 No Hours during trading: 0 Duties: e-commerce beach wear store, sole owner of the business. I*3967266 Entity Type: Fiduciary role Name of OBA: Amaral Velasco Family Trust Address: Woodbridge, Virginia, 22192 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 12/23/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee Self, Child/Grandchild, Spouse I*3967265 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Woodbridge, Virginia, 22192 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/01/2025 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Rental property/ Co-owner

Exams

• S66 Uniform Combined State Law Examination
  2024-10-03

Other Names

• Vanessa Silva Amaral
• Vanessa Amaral
• Vanessa Amaral Velasco
• Vanessa Silva Amaral