Greg Bayvel

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

• 07/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 11/2012 → Present
  Bank Of America, N.A.
  Florham Park, NJ

Other Businesses

I*647237 For profit or not for profit: Name of outside business organization: MLBT BOYS YOUTH LACROSSE INC Investment related: N Address of business: Mountain Lakes, New Jersey, 07046 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Other"], Start date of relationship: 3/8/2021 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Coach, I coach a youth boys lacrosse team.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-09
• S63 Uniform Securities Agent State Law Examination
  2006-07-14

Other Names

• Greg Norman Bayvel