Susan M Santangelo

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
CT	RA	APPROVED	2016-03-01
TX	RA	APPROVED_RES	2014-04-09

NY RA
APPROVED

Since 2021-04-19
CT RA
APPROVED

Since 2016-03-01
TX RA
APPROVED_RES

Since 2014-04-09

Branch Locations

300 Broadhollow Rd, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bank Of America, N.A.	Melville	NY	10/2004	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	07/2010	Present

10/2004 → Present

Bank Of America, N.A.

Melville, NY
07/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY

Other Businesses

I*2061278, Entity Type Fiduciary, Name of OBA: ESTATE OF G D Address: Port Jefferson Sta, New York, 11776 Investment Related: No Position, Title, Association: Administrator Employee Start Date: 08-Sep-2023 No Hours: 1 weekly No Hours during trading: 0 Duties: I*2359258, Entity Type: , Name of OBA: J W D, Address: LAKE GROVE, New York, 11755, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-29
S63	Uniform Securities Agent State Law Examination	2003-10-27

S66 Uniform Combined State Law Examination

2016-02-29
S63 Uniform Securities Agent State Law Examination

2003-10-27

Other Names

Susan M Doolan
Susan Marie Doolan

View on SEC IAPD