Theodore Edwin Skowronski

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

• 07/2019 → Present
  Bofa Securities, Inc.
  New York, NY
• 10/2016 → 07/2019
  Deutsche Bank Ag
  New York, NY
• 08/2008 → 10/2016
  Hsbc Bank Usa
  New York, NY
• 08/2021 → 12/2022
  Georgetown University
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-03
• S63 Uniform Securities Agent State Law Examination
  2023-10-20

Other Names

• Theodore Edwin Skowronski
• Theodore Skowronski
• Theodore Edwin Skowronski