Justin W Bliss

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

• 10/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2015 → Present
  The Bank Of America, N.A.
  New York, NY
• 08/2015 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*123996 For profit or not for profit: Non-Profit Organization Name of outside business organization: Imagine Investment related: N Address of business: Mountainside, New Jersey 7092 Nature of business: Charitable Organization, Position, title, association: Participant, Start date of relationship: 9/10/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board position as well as volunteer for charity

Exams

• S66 Uniform Combined State Law Examination
  2015-08-13
• S63 Uniform Securities Agent State Law Examination
  2002-09-12

Other Names

• Justin William Bliss