Zanielle D Grinnell

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

• 09/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2024 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*456736 Entity Type: For Profit Name: Sports Connect Investment related: No Address: laveen, AZ 85339 Position: Owner, Consultant/Independent Contractor Start date: 8/1/2017 Hours devoted: 20 hours Weekly Hours devoted during trading hours: 0 Duties: Sole member of Sports Connect LLC. Name is used in a contractor capacity as an Official/Referee youth and adult sports I*1025289 Entity Type: For Profit Name: Illinois High School Association Investment related: No Address: Bloomington, IL 61704 Position: Consultant/Independent Contractor Start date: 11/26/2022 Hours devoted: 10 hours Weekly Hours devoted during trading hours: 1 hr wkly Duties: , Refereeing high school basketball I*1025288 Name: NCAA Address: Indianapolis, IN Investment Related: No Position: Consultant/Independent Contractor Start Date: 12/2/2022 No Hours: 3 Weekly No Hours during trading: 1 Duties: Refereeing collegiate basketball I*3317284 Entity Type: Charitable Name of OBA: Girls on the Run Associate BoardAddress: Chicago, IL, 60654Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 3, MonthlyNumber of Hours during trading: 0, Monthly Duties: Give back time to a mission I am passionate about while building community in Chicago. Unknown and will update once appointed. I understand I cannot handle monies for the associate board.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-19

Other Names

• Zanielle Debora Grinnell
• Zanielle Debora Grinnell