Daniel J Bongiovanni

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 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN
• 06/2016 → 07/2019
  Bank Of America, N.A.
  Bloomington, MN
• 08/2019 → 06/2023
  Jp Morgan Securities, Llc
  Minneapolis, MN
• 08/2019 → 06/2023
  Jp Morgan Chase Bank, N.A.
  Minneapolis, MN
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN
• 06/2023 → Present
  Bank Of America, N.A.
  Bloomington, MN

Previous Registrations

• 2019-08-19 → 2023-06-03
  J.P. Morgan Securities Llc
  Minneapolis, MN
  Saint Paul, MN
  Saint Louis Park, MN
  Saint Louis Park, MN
  Minneapolis, MN
  Maple Grove, MN
  Saint Louis Park, MN
  Jackson, WY
• 2016-10-03 → 2019-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN

Other Businesses

I*1343248 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/10/2023 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2016-09-30

Other Names

• Danny J Konopaski
• Daniel J Konopaski
• Daniel John Konopaski
• Daniel Konopaski