Mark L Telerico

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

• 01/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
• 07/2011 → Present
  Bank Of America, N.A.
  Cleveland, OH

Other Businesses

1)I STILL SELL GOLF YARDAGE BOOKS THAT WERE PRODUCED FOR PERSONAL MGMT. GROUP, INC. I*510200 For profit or not for profit: Entity For Profit Name of outside business organization: Professional Musician Investment related: N Address of business: Aurora, Ohio, 44202 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 10/28/2021 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , As a professional musician, I play in various music groups.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-16
• S63 Uniform Securities Agent State Law Examination
  1997-04-30

Other Names

• Mark L Telerico
• Mark Louis Telerico