Renee S Pilat

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
  Charlotte, NC
• 08/2020 → 09/2021
  Citigroup
  Buffalo, NY
• 05/2019 → 09/2019
  Key Bank
  Buffalo, NY
• 08/2016 → 02/2020
  Break N Eggs
  Buffalo, NY
• 08/2016 → 05/2020
  University At Buffalo
  Buffalo, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16