Ronnie Guidone

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

• 06/2009 → 09/2017
  Morgan Stanley Smith Barney
  Shrewsbury, NJ
• 01/2015 → 09/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
• 11/2017 → Present
  Bank Of America, N.A.
  Red Bank, NJ

Previous Registrations

• 2009-06-01 → 2017-09-25
  Morgan Stanley
  Shrewsbury, NJ
• 2008-12-12 → 2009-06-01
  Citigroup Global Markets Inc.
  Shrewsbury, NJ

Other Businesses

I*115807 For profit or not for profit: For-Profit Organization Name of outside business organization: Guidone Holdings, LLC Investment related: N Address of business Eatontown, New Jersey 7724 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 7/2/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This LLC is used to add additional liability protection on my previously disclosed OBA's/Private Inv I*1436273 For profit or not for profit: Entity For Profit Name of outside business organization: Guidone Realty and Residential Services Investment related: N Address of business: Millstone, New Jersey, 08535, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 8/15/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Hold and manage rental properties.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-02

Other Names

• Ronnie Joseph Guidone