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Joseph D Rinchack

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vero Beach, FL

CRD 5887050

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-06
FL RA APPROVED 2012-01-06
  • TX RA
    APPROVED_RES
    Since 2014-08-06
  • FL RA
    APPROVED
    Since 2012-01-06

Branch Locations

660 Beachland Blvd, Vero Beach, FL 32963 • 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
OrganizationCityStateFromTo
Bank Of America, N.A. Vero Beach FL 01/2012 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 11/2011 Present
Previous Registrations
  • 2011-03-29 → 2011-10-27
    Edward Jones
    St Louis, MO
    Vero Beach, FL
    Vero Beach, FL
    Vero Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-25
  • S66 Uniform Combined State Law Examination
    2011-03-25
Other Names
  • Jay Rinchack
  • Jay Rinchack
  • Joseph Donald Rinchack

View on SEC IAPD

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