Maria Csencsitz

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	2005-01-04
NJ	RA	APPROVED	2005-01-01

TX RA
APPROVED

Since 2005-01-04
NJ RA
APPROVED

Since 2005-01-01

Branch Locations

1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • 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	Pennnington	NJ	07/2004	Present

07/2004 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennnington, NJ

Other Businesses

I*: 2149263 Entity Type: Chartiable Name of OBA: CharitableRiverfront Baseball Address: Burlington, NJ 08016 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 01/15/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: Will be a member of the fundraising committee aimed at raising funds to offset costs for travel baseball players in the Riverfront baseball program

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-12-29

S66 Uniform Combined State Law Examination

2004-12-29

Other Names

Maria Vuocolo

View on SEC IAPD