Alyssa S Juros

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

• 06/2016 → 06/2022
  The Concord Advisory Group, Ltd.
  Princeton, NJ
• 06/2022 → Present
  Merill, Lynch, Pierce, Fenner & Smith, Inc.
  New York, NY

Previous Registrations

• 2015-09-28 → 2016-01-05
  Pruco Securities, Llc.
  Newark, NJ
• 2009-10-30 → 2011-10-06
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03
• S63 Uniform Securities Agent State Law Examination
  1991-07-09

Other Names

• Alyssa Jane Santilli
• Alyssa Jane Juros