Paul C Gekiere

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2015-02-06
MI	RA	APPROVED	2010-05-12

TX RA
APPROVED_RES

Since 2015-02-06
MI RA
APPROVED

Since 2010-05-12

Branch Locations

Clarkston, MI • United States

3030 Cross Creek Pkwy, Auburn Hills, MI 48326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Auburn Hills	MI	01/2004	Present
Bank Of America,N.A.	Auburn Hills	MI	06/2011	Present

01/2004 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Auburn Hills, MI
06/2011 → Present

Bank Of America,N.A.

Auburn Hills, MI

Other Businesses

I*2026401, Entity Type, Fiduciary, Name of OBA: C.P.G., Address: Clarkston, MI, 48348, Investment Related: Yes, Position, Title, Association: POA, Employee Start Date: 10/01/2024, No Hours: 1hr/Ann, No Hours during trading: 1, Duties: FA will be managing inherited IRA account for son.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-03-24

S66 Uniform Combined State Law Examination

2004-03-24

View on SEC IAPD