Anthony John Callea

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

• 08/2014 → 02/2025
  Morgan Stanley
  New York, NY
• 03/2017 → 02/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2019 → 02/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 02/2025 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2014-08-01 → 2025-02-25
  Morgan Stanley
  New York, NY
• 2009-10-23 → 2014-08-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2004-12-03 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-10
• S63 Uniform Securities Agent State Law Examination
  1999-06-08

Other Names

• Anthony J Callea
• Tony Callea