Joseph M Scandariato

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

• 05/1990 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2011 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*: 427840Entity Type: Corporation Name of OBA: NSSA-NSCA Address: San Antonio, TX 78253Investment Related: No Position, Title, Association: Finance Committee member Employee Start Date: 1/2025Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: This is an association which supports the sports of skeet and sporting clays. Finance committee which has a min of 5 and max of 9 volunteers. We interact with the CFO and staff of the association on operating budget and overall financial operations of the Association. I* 2121279, Entity Type: Entity for profit Name of OBA: JTGS Farm LLC Address: wheatland, Wisconsin, 53105, United States Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/21/2024. No Hours: 20 hrs. Yearly No Hours during trading: 3 Duties: Farm land which I may lease to a farmer to work for some level of rental income I*3319284 Entity Type: Fiduciary role Name of OBA: J. M S. Sr ttee dte 12/12/2025 Address: Trenton, NJ 08690 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 12/24/2025 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Successor Trustee/Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-29
• S63 Uniform Securities Agent State Law Examination
  1990-08-16

Other Names

• Joseph Michael Scandariato
• Joseph Michael Scandariato
• Joseph Scandariato