Sean Christopher Kolloff

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

• 06/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Boston, MA
• 06/2011 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*7959 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Boston, Massachusetts 02128 Nature of business: , Position, title, association: , Start date of relationship: 4/30/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*1436256 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Nantucket, Massachusetts, 02554, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/1/2023 Number of hours devoted: 25 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2003-10-10

Other Names

• Sean Kolloff