April L Federici

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 10/2023 → 05/2024
  Sissine's
  Tampa, FL
• 12/2018 → 10/2023
  Bank Of America
  Wesley Chapel, FL
• 11/2016 → 11/2018
  Monster Transmission
  Brooksville, FL
• 08/2012 → 09/2016
  Suntrust Bank
  Lutz, FL
• 07/2024 → Present
  Bank Of America, N.A.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-08-15
• S63 Uniform Securities Agent State Law Examination
  2007-07-30

Other Names

• April Thornhill
• Thornhill
• April Slatton
• April Lynn Slatton