Priscilla L Baldari

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-01-10
NY	RA	APPROVED	2021-06-20
CT	RA	APPROVED	2011-10-17

NJ RA
APPROVED

Since 2022-01-10
NY RA
APPROVED

Since 2021-06-20
CT RA
APPROVED

Since 2011-10-17

Branch Locations

Brick, NJ • United States

1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States

One Bryant Park Investment Solutions Group, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch	New York	NY	07/2010	Present

07/2010 → Present

Merrill Lynch

New York, NY

Other Businesses

I*2095271, Entity Type For Profit, Name of OBA: Fora Travel, Inc. Address: New York City, NY, 10003 Investment Related: N Position, Title, Association: Consultant/Independent Contractor Employee Start Date:11/18/2024 No Hours:10 No Hours during trading:0 Duties: Fora Travel, Inc allows registration as a Fora Advisor in order to access travel suppliers and receive commissions on travel booked across suppliers. I*3124272 Entity Type: For Profit Name of OBA: Resilient Performance Group LLC Address: Brick, New Jersey, 8724 Investment Related: No Position, Title, Association: Officer, General Partner/Managing Member, Director, Owner Employee Start Date: 11/10/2025 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: To provide professional coaching, training, and consulting services in leadership development and executive performance (1) LLC governance and filings (2) Oversee vendors and service contracts (3) Limited strategic input on business decisions (4) Manage administrative records and documentation

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-10-13

S66 Uniform Combined State Law Examination

2011-10-13

Other Names

Priscilla Lehua Jenkins
Priscilla L Jenkins

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