Anthony Edward Durel

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

• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 01/2016 → Present
  Bank Of America, Na
  Jacksonville, FL

Other Businesses

I*: 2315271 Entity Type: Business or Industry Organization Name of OBA: A. D. Sole Prop Address: Jacksonville Beach, FL 32250 Investment Related: No Position, Title, Association: owner Employee Start Date: 04/09/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: The purpose is to employee an nanny for our family. Per IRS rules a nanny making more than 2800/yr is seen as a household employee and must be W-2. It is not seen as buying a personal service or a 1099 contractor. For this purpose we are setting up a sole prop for employment. Business will not be structure for profit. Simply for employment.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-17

Other Names

• Tony Edward Durel