Antony Andreas Prokopiou

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

• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2017 → 09/2021
  First Republic Bank
  San Francisco, CA
• 05/2016 → 06/2017
  Smartbiz
  San Francisco, CA

Other Businesses

I*529262 For profit or not for profit: Entity For Profit Name of outside business organization: Meauxkopiou LLC Investment related: Y Address of business: Richmond, California, 94801 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 2/12/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Single Member LLC that holds an investment property in California.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-25