Deborah Ann Trapani

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

• 11/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 04/2015 → 06/2018
  Fifth Third Private Bank
  Ft Lauderdale, FL
• 06/2018 → 11/2018
  Unemployed
  Hollywood, FL
• 11/2018 → Present
  Bank Of America, N.A.
  Boca Raton, FL

Other Businesses

I*119900 For profit or not for profit: Non-Profit Organization Name of outside business organization: HUMANE SOCIETY OF BROWARD COUNTY Investment related: N Address of business: FT LAUDERDALE, Florida 33312 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 9/1/2015 Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 4 Duties: I AM A BOARD MEMBER OF THE AUXILLARY ARM CALLED "PAWS" WHICH IS THE FUNDRAISING ARM OF THE BOARD. WE RAISE MONEY FOR SPONSORSHIP EVENTS TO FUND THE SHELTER AND IT'S ACTIVITIES WITH SENIORS, FOSTER CHILDREN, AND OTHER EVENTS IN THE COMMUNITY.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-21
• S63 Uniform Securities Agent State Law Examination
  2007-12-17

Other Names

• Deborah Ann Trapani
• Debbie Trapani