Edward John Zobian

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

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Exton, PA
• 09/2016 → Present
  Bank Of America. N.A.
  Exton, PA

Previous Registrations

• 2012-03-29 → 2016-08-17
  Morgan Stanley
  Philadelphia, PA
• 2007-03-01 → 2012-04-13
  Deutsche Bank Securities Inc.
  Philadelphia, PA

Other Businesses

I*105853 For profit or not for profit: Non-Profit Organization Name of outside business organization: Habitat for Humanity of Chester County Investment related: N Address of business: Coatesville, Pennsylvania 19320 Nature of business: Charitable Organization, Position, title, association: Officer, Start date of relationship: 6/1/2017 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Habitat helps low income families get financing for affordable housing in Chester County PA. I am already approved to serve on the board of directors. I have been asked to join the Board's executive committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-18
• S63 Uniform Securities Agent State Law Examination
  1997-06-20

Other Names

• Ted Zobian