Gregory Neil Polhemus

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

• 08/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 06/2016 → Present
  Bank Of America, N.A.
  Princeton, NJ

Other Businesses

I*1740282 Not for Profit Name of OBA: The Jefferson at Ewing Condo Assoc Address: Ewing, New Jersey, 08618 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 04/01/2020 No Hours: 1 No Hours during trading: 0 Duties:Condo association board member

Exams

• S66 Uniform Combined State Law Examination
  2007-10-09

Other Names

• Gregory N Polhemus
• Greg Polhemus