Ioana E Cioc

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

• 11/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*38023 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PRESTIGE REAL ESTATE CORP INVESTMENT RELATED: N ADDRESS OF BUSINESS: 19386 SW 79TH CT, MIAMI, FLORIDA 33157 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, ASSOCIATE (FOR PURPOSES OF HOLDING RE LICENSE) START DATE OF RELATIONSHIP: 6/1/2010 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE BROKERAGE FIRM WHO IS HOLDING MY R.E SALES LICENSE\ I*6161 For profit or not for profit: Name of outside business organization: Ioana Cioc Address of business: Palm Beach, District of Columbia 33480 Nature of business: , Position, title, association: , Start date of relationship: 5/16/2017 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*1060285 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Philadelphia, Pennsylvania Nature of business: Position, title, association: Sole owner, Start date of relationship: 11/1/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2010-06-17

Other Names

• Joana Elena Cioc
• Ioana Elena Cioc
• Ioana Elena Cioc