Duke Lenaghan

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

• 06/2016 → 12/2018
  Olympia Sports
  Pembroke, MA
• 05/2018 → 08/2018
  Cantella And Co
  Malden, MA
• 05/2019 → 08/2019
  Chestnut Hill Wealth Management
  Malden, MA
• 05/2021 → 05/2022
  Cantella And Co
  Malden, MA
• 06/2022 → 09/2023
  Fidelity Investments
  Smithfield, RI
• 06/2012 → 05/2018
  Thayer Academy
  Braintree, MA
• 09/2018 → 05/2022
  University Of Massachusetts Amherst
  Amherst, MA
• 05/2022 → 06/2022
  Laxachusetts
  Weymouth, MA
• 06/2020 → 08/2020
  Oysterman
  Duxbury, MA
• 12/2020 → 02/2021
  Ubs Financial Services
  Rockland, MA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2023 → 05/2025
  Fidelity Investments
  Smithfield, RI
• 07/2025 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2025-03-31 → 2025-05-23
  Strategic Advisers Llc
  Smithfield, RI
  Boston, MA
  Smithfield, RI
  Boston, MA
• 2023-12-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Other Businesses

I*2510259, Entity Type Entity For Profit, Name of OBA: Laxachusetts Inc. Address: WeymouthMassachusetts 02190 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/21/2025 No Hours: 100 Monthly No Hours during trading: Duties: I coach lacrosse for a club lacrosse program for kids from ages 8-18. I will only coach a couple weekends a year and it is to help the kids get opportunities to play at the collegiate level.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18
• S63 Uniform Securities Agent State Law Examination
  2022-12-09

Other Names

• Duke Lenaghan
• Duke Arthur Lenaghan