Edward David Clementson

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	2014-01-02
NJ	RA	APPROVED	2013-12-06

TX RA
APPROVED_RES

Since 2014-01-02
NJ RA
APPROVED

Since 2013-12-06

Branch Locations

1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Princeton	NJ	11/2013	Present
Bank Of America, N.A.	Princeton	NJ	07/2016	Present

11/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton, NJ
07/2016 → Present

Bank Of America, N.A.

Princeton, NJ

Previous Registrations

2009-06-01 → 2013-10-11

Morgan Stanley

Lawrenceville, NJ
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Lawrenceville, NJ
2004-09-24 → 2007-04-02

Morgan Stanley Dw Inc.

Lawrenceville, NJ

Lawrencevill, NJ

Other Businesses

I*68266FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: HOPEWELL VALLEY LIONS CLUBINVESTMENT RELATED: NADDRESS OF BUSINESS:TITUSVILLE, NEW JERSEY 8560NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 9/1/2017NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE HWVC IS A SERVICE ORGANIZATION STRUCTURED AS A 501C4. THEY PROMOTE EDUCATION AND FUNDRAISING FOR SIGHT,SIGHT RELATED ISSUES, THE HOPEWELL COMMUNITY, YOUTH ACTIVITIES, HEALTH ISSUES AND DISASTER RELIEF. WE ALSO SUPPORT THE FIGHT AGAINST POVERTY. I*2588292, Entity Type: , Name of OBA: W A C III, Address: Pennington, New Jersey, 08534, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11/22/2021, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I*4082267, Entity Type: , Name of OBA: Lions District 16J, Address: Bridgewater, New Jersey, 08807, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 09/01/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: To visit and contact clubs, attend District and State meetings, conduct a Zone Meeting and be a leader in the community for Lionism and to vote as part of the District Cabinet, Service organization to coordinate the activities of the all the clubs in the District of which my club Hopewell Valley Lions is a member

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-09-23
S63	Uniform Securities Agent State Law Examination	2004-09-01

S65 Uniform Investment Adviser Law Examination

2004-09-23
S63 Uniform Securities Agent State Law Examination

2004-09-01

Other Names

Edward D. Clementson

View on SEC IAPD