Gregory James Persico

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

• 06/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2022 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*2703294, Entity Type: Entity Charitable, Name of OBA: Little Sisters of the Assumption, Address: New York, New York, 10029, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/01/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Planning committee to help secure space for fundraising events. Volunteering capacity by showing up to various events and helping out and spending time with the children involved in the organization. Empower vulnerable families in the East Harlem area of NY to help them meet their basic needs (housing, food, healthcare, education etc.)

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-04
• S63 Uniform Securities Agent State Law Examination
  2016-11-04

Other Names

• Greg James Persico
• Gregory J Persico