Thomas Jospeh Francomano

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

• 09/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boulder, CO
• 05/2018 → 09/2018
  Woodwinds Property Management
  Breckenridge, CO
• 06/2014 → Present
  Vail Resorts
  Breckenridge, CO
• 08/2017 → 12/2017
  Meeker Recreation Center
  Meeker, CO
• 05/2017 → 08/2017
  Town Of Frisco
  Frisco, CO
• 08/2013 → 08/2017
  Colorado State University
  Fort Collins, CO
• 10/2018 → Present
  Bank Of America, N.A.
  Boulder, CO

Other Businesses

I*1000313 For profit or not for profit: Entity For Profit Name of outside business organization: True Lacrosse Investment related: N Address of business: Durham, North Carolina, 27713 Nature of business: ["Corporation"] Position, title, association: ["Employee"], Start date of relationship: 9/25/2022 Number of hours devoted: 3 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Coach

Exams

• S66 Uniform Combined State Law Examination
  2019-04-16

Other Names

• Tj Francomano
• Thomas Francomano