Basilio Lukis

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

• 06/2015 → 11/2016
  J Safra Asset Management
  New York, NY
• 12/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2016 → 12/2017
  Unemployed
  Westfield, NJ
• 05/2018 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2015-09-16 → 2016-11-15
  J. Safra Asset Management Corporation
  New York City, NY

Other Businesses

I*6213 For profit or not for profit: Name of outside business organization: First Home Investment related: Address of business: Cranford, New Jersey 7016 Nature of business: , Position, title, association: , Start date of relationship: 9/1/2013 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2018-04-12

Other Names

• Basilio P. Lukis