Attor D Kludze

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 → 03/2022
  Morgan Stanley Smith Barney Llc
  Mclean, VA
• 09/2013 → 03/2022
  Morgan Stanley Private Bank, N.A.
  Mclean, VA
• 02/2022 → 12/2024
  M&T Bank
  Baltimore, MD
• 04/2022 → 11/2024
  Lpl Financial Llc
  Baltimore, MD
• 01/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC

Previous Registrations

• 2022-04-01 → 2024-11-27
  Lpl Financial Llc
  Baltimore, MD
  Rockville, MD
• 2011-05-23 → 2022-03-09
  Morgan Stanley
  Baltimore, MD
  Baltimore, MD
  Columbia, MD
  Hunt Valley, MD
  Baltimore, MD
  Lutherville, MD
  Lutherville, MD
  Greenville, DE
  Greenville, DE
  Rehoboth Beach, DE
  Alexandria, VA
  Reston, VA
  Leesburg, VA
  Mclean, VA
  Winchester, VA
  Frederick, MD
  Hagerstown, MD
• 2007-06-29 → 2011-04-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Pennington, NJ

Other Businesses

I*: 2174270 Name of the other business: A. D. LLC Whether the business is investment-related: No Address of the other business: Fulton, MD Nature of the other business: Shell/holding company, no business activity occurs Your position: Owner Start date of your relationship: 4/2024 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I don't have any, it is not an active business. It is a shell account that holds my private equity investment.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-28

Other Names

• Attor D Kludze
• Attor Kludze-Medley
• Attor Demawu Kludze Medley