Morgan W Chimento

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

• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Latham, NY
• 02/2015 → 09/2016
  Price Chopper
  Niskayuna, NY
• 06/2015 → 09/2016
  Tjx Enterprises
  Schenectady, NY
• 10/2016 → 04/2019
  Bank Of America
  Niskayuna, NY

Other Businesses

I*5203272, Entity Type: Entity For Profit, Name of OBA: TikTok, Address: Scotia, New York, 12302, Investment Related: N, Position, Title, Association: ["Consultant/Independent Contractor"], Employee Start Date: 08/05/2026, No Hours: 7 Weekly, No Hours during Trading: 0 Weekly, Duties: Posting TikToks outside of work that receive compensation, TikTok allows users to express themselves through videos that often include music, filters, effects, and editing tools. People use it to showcase talents, share stories, or participate in trends. My videos are about books, life, motherhood, and volunteering.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-18

Other Names

• Morgan Wanmer
• Morgan Marie Wanmer
• Morgan Marie Chimento