Victor A Altadonna

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

• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cynwyd, PA
• 01/2021 → 09/2022
  Infinity Software Development
  Tallahassee, FL
• 12/2017 → 01/2021
  Jensen & Brusca Consulting Group
  Hamilton, NJ
• 06/2011 → 12/2017
  Pennsylvania State University
  University Park, PA
• 01/2017 → 01/2017
  Publix
  Delray Beach, FL
• 12/2017 → 08/2018
  Ovations Food Service
  Philadelphia, PA
• 02/2017 → 04/2017
  Belcan Llc
  Delray Beach, FL
• 10/2022 → Present
  Bank Of America N.A.
  Cynwyd, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-31

Other Names

• Victor Anthony Altadonna
• Victor A Altadonna Jr.