Martin J Harar

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

• 04/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlottesville, VA
• 10/2013 → Present
  Bank Of America, N.A.
  Charlottesville, VA

Previous Registrations

• 2004-11-01 → 2007-10-04
  State Farm Investment Management Corp.
  Charlottesville, VA

Other Businesses

I*1032398, Entity Type: Entity Not For Profit, Name of OBA: Virginia Tech Alumni Association Charlottesville Chapter, Address: Zion Crossroads, Virginia 22942, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 10/12/2022, No Hours: 4, No Hours during trading: 0, Duties: Local chapter has a check book from the UVA Credit Union used for depositing donations for it's annual scholarship award and an occasional expense. Last check was written January 24,2019. I*2206268, Entity Type: , Name of OBA: MR M J H EXEC EST OF J T H, Address: Manassas, Virginia, 20110, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 18-Feb-2025, No Hours: 30 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2013-07-09
• S63 Uniform Securities Agent State Law Examination
  2000-07-13

Other Names

• Martin John Harar