Gianna Marro

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

• 05/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*110996 For profit or not for profit: For-Profit Organization Name of outside business organization: Lasting Legacy Field Hockey Club Investment related: No Address of business: Huntington, New York 11743 Nature of business: Sports travel team Position, title, association: Part-Time Start date of relationship: 12/2/2017 Number of hours devoted: 165 hours Annually Number of hours devoted during trading hours: 0 Duties: i am one of 5 coaches for this travel Field Hockey league on Long Island. Practices are on Saturdays from 9am-4pm I* 1826290, Entity Type Entity Charitable, Name of OBA: Fairfield University Address: Fairfield, Connecticut, 06824 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/03/2024No Hours: 6 Yearly No Hours during trading: 0 Duties: As a Fairfield U Alumni, I have been asked to join the Business School Advisory Council. I will partner with the Dean of the School to mentor students of the business school, attend networking events and give feedback on their Business School strategy. Responsibilities below: Directly engage with students during Career Night, the Professional Development Series and/or the Finance Club. Facilitate networking opportunities with students to drive internship and career opportunities for our Finance students. Work with the Dean to give feedback on schools strategic vision for the business school Attend two Council meetings during the academic year I*2149264, Entity Type: Fiduciary, Name of OBA: J M, Address: Saint James, New York, 11780, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06-Jan-2025, No Hours: 6 Yearly, No Hours during Trading: 0 Yearly, Duties: I*: 1784283 Entity Type: Charitable Name of OBA: Alzheimer's Disease And Related Disorders Association, Inc. Address: New York, NY 10165 Investment Related: No Position, Title, Association: Board member Employee Start Date: 06/02/2025 Number of Hours: 12 hrs mthly Number of Hours during trading: 0 Duties: As a volunteer for the Alzheimer's Association I spread awareness for the disease and the work the Association is doing. I engage in monthly meetings with other volunteers to brainstorm on ideas to increase engagement in the annual Walk to End Alzheimer's in Manhattan. I have been selected to join the NYC Chapter's Board of Directors. This is just an expansion of my current volunteer involvement with the Association. In this role, I will continue to volunteer, be involved in advocacy for individuals with the disease and their families.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-18

Other Names

• Gianna Marie Marro
• Gianna Marro
• Gianna Tilley