Dominic Altobelli

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

• 05/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Chicago, IL
• 10/2012 → Present
  Bank Of America, N.A
  Chicago, IL

Other Businesses

I*56490 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CANGELOSI BASEBALL INVESTMENT RELATED: N ADDRESS OF BUSINESS: LOCKPORT, ILLINOIS 60441 NATURE OF BUSINESS: OTHER,STAFF BASEBALL COACH POSITION, TITLE, ASSOCIATION: OTHER, COACH START DATE OF RELATIONSHIP: 8/2/2012 NUMBER OF HOURS DEVOTED: 30 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BASEBALL COACH. ALSO, AS A PHILANTHROPIC COMPONENT - WE WILL DO BASEBALL TRAINING FOR CHARITIES ON A VOLUNTEER BASIS.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-15

Other Names

• Dominic Altobelli