Melinda A Gambino

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

• 01/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Coral Springs, FL
• 06/2011 → Present
  Bank Of America,N.A.
  Fort Lauderdale, FL

Previous Registrations

• 2005-07-07 → 2006-01-20
  Morgan Stanley Dw Inc.
  Boca Raton, FL

Other Businesses

I*446498, Entity Type: Entity For Profit, Name of OBA: Juice Plus, Address: Collierville, Tennessee 38017, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/05/2018, No Hours: 6, No Hours during trading: 0, Duties: distributor for juice plus and wholesale buyer

Exams

• S66 Uniform Combined State Law Examination
  2005-07-05

Other Names

• Melinda Ann Caddell
• Melinda A Gambino
• Melinda Ann Gambino