Omar Quintanilla

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

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 06/2016 → 06/2022
  Chase Bank
  Mission, TX
• 07/2022 → 08/2022
  Premier Maintenance Corporation
  Mission, TX
• 08/2013 → 12/2017
  University Of Texas Rio Grande Valley
  Edinburg, TX
• 09/2024 → Present
  Bank Of America, N.A.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-06