Adrian Marinaro

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

• 05/2007 → 05/2018
  Citigroup Global Markets Inc.
  New York, NY
• 05/2018 → 06/2023
  Jpmorgan Securities Llc
  Houston, TX
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2023 → Present
  Bank Of America N.A.
  Houston, TX

Other Businesses

I*1422263 For profit or not for profit: Name of outside business organization: Rgentnah2u llc Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , My wife sells regional products from argentina through a website

Exams

• S66 Uniform Combined State Law Examination
  2023-06-27
• S63 Uniform Securities Agent State Law Examination
  2007-08-27

Other Names

• Adrian E Marinaro
• Adrian Eugenio Marinaro