Gregory F Viventi

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

• 08/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 07/2011 → Present
  Bank Of America, N.A.
  Hilton Head Island, SC

Other Businesses

I*4525273 Entity Type: Fiduciary Role Name of OBA: V Family Trust Address: Hilton Head, South Carolina, 29928 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/12/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Self, Siblings I*4529268 Entity Type: Fiduciary Role Name of OBA: Estate of M V V Address: Hilton Head, South Carolina, 29928 Investment Related: No Position, Title, Association: Executor Employee Start Date: 05/12/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Self, Siblings

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-10
• S63 Uniform Securities Agent State Law Examination
  2000-03-30

Other Names

• Gregory Francis Viventi