Gianna Bannach

$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:

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-06-15
TX	RA	APPROVED	2023-03-30
PA	RA	APPROVED	2023-01-30

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Philadelphia	PA	07/2022	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Philadelphia	PA	06/2021	08/2021
Old Man Rafferties Llc	New Brunswick	NJ	10/2019	03/2020
Two Mile Landing	Wildwood Crest	NJ	06/2018	09/2019
Rutgers University	New Brunswick	NJ	09/2018	05/2022
Friendly's	Voorhees	NJ	10/2016	06/2018
Unemployed	Stratford	NJ	01/2012	10/2016
E&C Gallucci Inc.	Wildwood	NJ	06/2018	09/2019
Bank Of America, N.A.	Philadelphia	PA	11/2022	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA
06/2021 → 08/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA
10/2019 → 03/2020

Old Man Rafferties Llc

New Brunswick, NJ
06/2018 → 09/2019

Two Mile Landing

Wildwood Crest, NJ
09/2018 → 05/2022

Rutgers University

New Brunswick, NJ
10/2016 → 06/2018

Friendly's

Voorhees, NJ
01/2012 → 10/2016

Unemployed

Stratford, NJ
06/2018 → 09/2019

E&C Gallucci Inc.

Wildwood, NJ
11/2022 → Present

Bank Of America, N.A.

Philadelphia, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-20

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