Julie M Simineo

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

• 05/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Previous Registrations

• 2009-06-01 → 2011-04-15
  Morgan Stanley
  Tempe, AZ
  Scottsdale, AZ
• 2006-06-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Tempe, AZ
  Denver, CO

Other Businesses

I*76328 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ENVICO FITNESS SOLUTIONS INVESTMENT RELATED: N ADDRESS OF BUSINESS: PHOENIX, ARIZONA 85024 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/1/2014 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ONLINE FITNESS COACHING AND NUTRITION GUIDANCE. PRIMARY RESPONSIBILITIES ARE TO ASSISTING IN OFFICE DUTIES FOR SMALL FAMILY BUSINESS AND PROVIDE FITNESS COACHING.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-10

Other Names

• Julie Simineo
• Julie Marie Simineo