Rajib Mukherjee

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

• 01/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Myers, FL
• 06/2009 → 10/2016
  Best Buy Co.
  Fort Myers, FL
• 10/2016 → 01/2019
  Bank Of America, N.A.
  Cape Coral, FL
• 04/2019 → Present
  Bank Of America, N.A.
  Fort Myers, FL

Other Businesses

I*396055 For profit or not for profit: Entity For Profit Name of outside business organization: Cozy Sparks LLC Investment related: N Address of business: Lehigh Acres, Florida, 33974 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner","Treasurer"], Start date of relationship: 4/18/2019 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , ThisentitywascreatedtoreceiverentalpaymentsfromtenantsformyrentalpropertywhichIhavepurchased

Exams

• S66 Uniform Combined State Law Examination
  2019-05-06