Paul Roberts Mcauliffe

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

• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
• 08/2020 → 06/2021
  Unemployed
  Newton, MA
• 06/2020 → 08/2020
  Bank Of America
  Boston, MA
• 08/2019 → 05/2020
  Unemployed
  Newton, MA
• 05/2019 → 08/2019
  Commodore Builders
  Waltham, MA
• 08/2018 → 04/2019
  Unemployed
  Newton, MA
• 06/2018 → 08/2018
  Charles River Country Club
  Newton, MA
• 08/2017 → 06/2018
  Unemployed
  Newton, MA
• 05/2017 → 07/2017
  Woodland Golf Club
  Newton, MA
• 07/2011 → 04/2017
  Unemployed
  Newton, MA
• 08/2017 → 05/2021
  Saint Michael College
  Colchester, VT
• 12/2021 → Present
  Bank Of America, N.A.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08

Other Names

• Paul Mcauliffe