Vincent Egidio Clemente

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

• 09/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 06/2011 → Present
  Bank Of America,N.A.
  Chicago, IL

Other Businesses

I*47033 For profit or not for profit: Non-Profit Organization Name of outside business organization: RIDGEMOOR COUNTRY CLUB Investment related: N Address of business: CHICAGO, Illinois 60706 Nature of business: Corporation, Position, title, association: Director, Start date of relationship: 12/1/2011 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: CHAIRMAN OF BUDGET AND FINANCE COMMITTE MONITOR AND ESTABLISH BUDGETS FOR VARIOUS CLUB DEPARTMENTS I*103232 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOY SCOUTS OF AMERICA INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHICAGO, ILLINOIS 60607 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, CUB MASTER START DATE OF RELATIONSHIP: 3/1/1990 NUMBER OF HOURS DEVOTED: 100 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM THE CUB MASTER FOR CUB SCOUT PACK 3051 SPONSORED BY ST FERDINAND CHURCH/SCHOOL

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-05
• S63 Uniform Securities Agent State Law Examination
  1991-01-07