Anthony Sarullo

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

• 04/2016 → 06/2019
  Union College Institutional Research Dept.
  Schenectady, NY
• 06/2018 → 06/2018
  Morgan Stanley
  Shrewsbury, NJ
• 08/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2019 → 08/2019
  Unemployed
  New York, NY
• 09/2015 → 06/2019
  Union College
  Schenectady, NY
• 08/2019 → 08/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2021 → Present
  National Life Group
  Red Bank, NJ
• 08/2021 → Present
  Equity Services, Inc.
  Montpelier, VT
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2023 → Present
  Bank Of America N.A.
  New York, NY

Previous Registrations

• 2021-08-24 → 2023-03-20
  Equity Services, Inc.
  Red Bank, NJ
• 2021-05-24 → 2021-08-11
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-05-11
• S63 Uniform Securities Agent State Law Examination
  2019-10-04

Other Names

• Anthony Joseph Sarullo
• Anthony Sarullo