Eric J Dunay

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

• 07/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Springfield, MA
• 02/2015 → Present
  Bank Of America, N.A.
  Chicopee, MA

Other Businesses

I*131488 For profit or not for profit: For-Profit Organization Name of outside business organization: Dunay Farm Investment related: N Address of business: Stafford Springs, Connecticut 06076 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 6/1/2020 Number of hours devoted: 40 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: My father Timothy Dunay owns our family farm in Stafford Springs CT. We grow crops with our primary crop being Hay. I assist my father in the farm work and the advertisement through social media platforms of the hay when it is ready for sale. I*504548 For profit or not for profit: Name of outside business organization: ERIC & DEVON DUNAY Investment related: N Address of business: Holyoke, Massachusetts, 01040 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/1/2020 Number of hours devoted: 40 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2015-10-20

Other Names

• Eric J Dunay
• Eric John Dunay