Akiko Kamata

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

• 03/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2014 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*114899 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Gratitude Project Investment related: N Address of business: Las Vegas, Nevada 89158 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2018 Number of hours devoted: 12 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The Gratitude Project supports law enforcement, first responders, military, veterans, and K9 units and strive to become leaders in spreading public awareness and promoting appreciation for all those who protect and serve the communities.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-26