Paul E Harnisth

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

• 02/2009 → 04/2017
  Metlife Securities Inc
  Roslyn, NY
• 08/2012 → 04/2022
  Kuantify
  Coral Springs, FL
• 02/2015 → 03/2017
  Lpl Financial
  Deerfield Beach, FL
• 02/2017 → 06/2018
  Axa Advisors, Llc
  New York, NY
• 06/2018 → 05/2022
  Axa Advisors, Llc
  New York, NY
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 03/2018 → 04/2022
  Wall Street Financial Partners, Llc
  New York, NY
• 06/2022 → Present
  Bank Of America, N.A.
  Boca Raton, FL

Other Businesses

INSURANCE SALES THROUGH VARIOUS CARRIERS - HELICORP USA, LLC, OWNER , , MIAMI, FL. APPROX 2 HR. MO. - KUANTIFY LLC, OWNER, PARKLAND, FL. , APPROX 10 HR. MO.. I*853337, Entity Type: Entity For Profit, Name of OBA: Ameritas Life Insurance, Address: Lincoln , Nebraska 68510, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/01/2016, No Hours: 0, No Hours during trading: 0, Duties: life insurance products, I will not have any activity and not responsibilities to perform

Exams

• S66 Uniform Combined State Law Examination
  2022-12-01
• S63 Uniform Securities Agent State Law Examination
  2008-08-11

Other Names

• Paul Harnisth
• Paul Enrique Harnisth Pinos
• Paul Harnisth
• Paul Harnisth-Pinos
• Paul Enrique Harnisth Sr
• Paul Enrique Harnisth
• Paul E Harnisth