Anthony Jon Segobiano

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Glen Carbon, IL
• 12/2009 → Present
  Bank Of America, Na
  Glen Carbon, IL

Previous Registrations

• 2008-07-21 → 2009-10-21
  Edward Jones
  Thornton, CO
  Granite City, IL

Other Businesses

I*117168 For profit or not for profit: For-Profit Organization Name of outside business organization: Sego 7 LLC Address of business: Millstadt, Illinois 62260 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 8/14/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My wife and I purchased a 14 passenger activity bus to use for friends and family events. We created a LLC named Sego 7 LLC to simply protect us personally in case of liability. My responsibility is simply one of the owners via the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-16
• S63 Uniform Securities Agent State Law Examination
  2004-06-17

Other Names

• Anthony Jon Segobiano
• Tony Segobiano