Paul Richard Guidoboni

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

• 01/1988 → Present
  Keystone Investors Resource Center
  Cambridge, MA
• 05/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2009 → Present
  Bank Of America ,Na
  Boston, MA

Other Businesses

I*93810 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HOCKOMOCK AREA YMCA INVESTMENT RELATED: N ADDRESS OF BUSINESS: NORTH ATTLEBORO, MASSACHUSETTS 2760 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 6/15/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NON PROFIT YMCA BE ON THE BOARD OF DIRECTORS

Exams

• S66 Uniform Combined State Law Examination
  2007-08-22
• S63 Uniform Securities Agent State Law Examination
  1989-09-15