Julie Tucker Fernandez

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

• 04/1996 → Present
  Merrill Lynch P F & S
  New Orleans, LA
• 04/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA

Other Businesses

I*2675270, Entity Type: , Name of OBA: Succession of C J T, Address: Terrytown, Louisiana, 70056, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 01/13/2023, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2000-12-11

Other Names

• Julie T Fernandez