George Vlahopoulos

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

• 09/2013 → 09/2018
  Bank Of America
  Waltham, MA
• 09/2018 → 09/2023
  Bank Of America
  Boston, MA
• 04/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 01/2015 → 05/2018
  University Of Massachusetts - Dartmouth
  Dartmouth, MA

Other Businesses

1. Name of the other businessMSRC, Inc Whether the business is investment-relatedNo Address of the other businessMA 01867 Nature of the other businessSoccer officiating Your positionSoccer Referee Title, or relationship with the other business Start date of your relationship01/2005 Approximate number of hours/month you devote to the other business2 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI am a soccer referee for a semi-pro men's soccer league. 2. Name of the other businessRental Property Whether the business is investment-relatedNo Address of the other businessDorchester, MA Nature of the other businessLong-term Rental Your positionOwner Title, or relationship with the other businessLandlord Start date of your relationship06/2001 Approximate number of hours/month you devote to the other business1 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI'm a landlord for a three family in Boston 3. Name of the other businessRental Property Whether the business is investment-relatedNo Address of the other businessMerrimack, NH Nature of the other businessLong-term rental Your positionOwner Title, or relationship with the other businessLandlord Start date of your relationship04/2005 Approximate number of hours/month you devote to the other business1 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI'm a landlord for a 2-bedroom townhouse in NH.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-07
• S63 Uniform Securities Agent State Law Examination
  2007-01-16

Other Names

• George Vlahopoulos
• George Pericles Vlahopoulos