Joseph Connor Dexter

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

• 10/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 06/2018 → 10/2020
  The Tax & Financial Center
  Lindenhurst, NY
• 07/2014 → 06/2018
  Farmingdale School District
  Farmingdale, NY
• 05/2014 → 09/2016
  Modells Sporting Goods
  Farmingdale, NY
• 09/2018 → 09/2018
  Cast & Crew Production Services
  New York, NY
• 04/2026 → Present
  Bank Of America, N.A.
  Melville, NY

Other Businesses

I*1553283 For profit or not for profit: Entity For Profit Name of outside business organization: uber eats Investment related: N Address of business: San Fransico, New York, 94103, United States Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 10/30/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Uber Eets Delivery Driver, Uber eats delivery driver

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23

Other Names

• Joseph Conner Dexter