Nicholas Onoufrios Megaloudis

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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL
• 02/2017 → 10/2020
  Scanlon Imports
  Fort Myers, FL
• 10/2016 → 11/2016
  J. Crew
  Estero, FL
• 06/2016 → 10/2016
  Florida Gulf Coast University
  Fort Myers, FL
• 10/2019 → 01/2020
  Five Star Valet Inc
  Naples, FL
• 06/2019 → 08/2019
  First Data Corp
  Jersey City, NJ
• 10/2024 → Present
  Bank Of America, N.A.
  Naples, FL

Other Businesses

I*2227308, Entity Type: , Name of OBA: N M, Address: Astoria , New York, 11105, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2229258, Entity Type: , Name of OBA: J M, Address: Hialeah, Florida, 33015, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 26-Nov-2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-07-21

Other Names

• Nicholas Megaloudis