Connor Christopher Introna

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

• 08/2020 → 04/2022
  Jp Morgan Chase & Co.
  Wilmington, DE
• 08/2019 → 10/2019
  Duff & Phleps, Llc / Kroll Inc.
  Morristown, NJ
• 06/2019 → 08/2019
  Wells Fargo & Company
  Charlotte, NC
• 03/2019 → 05/2019
  Macro Consulting Group / Wealth Enhancement Group
  Parsippany-Troy Hills, NJ
• 04/2022 → 02/2024
  Citigroup, Inc
  New York, NY
• 07/2017 → 02/2019
  Wells Fargo & Company
  Morristown, NJ
• 08/2017 → 05/2020
  The College Of New Jersey
  Ewing, NJ
• 06/2020 → 07/2020
  Unemployed
  Franklin Lakes, NJ
• 09/2013 → 06/2017
  Indian Hills High School
  Oakland, NJ
• 02/2024 → 03/2025
  Stifel, Nicolaus & Company, Incorporated
  New York, NY
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2025 → 06/2025
  Unemployed
  Pompton Lakes, NJ
• 06/2025 → 07/2025
  Prudential Financial, Inc.
  Millville, NJ
• 12/2025 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-26
• S63 Uniform Securities Agent State Law Examination
  2022-07-08

Other Names

• Connor Christopher Introna
• Connor Introna