Joseph Pisano Murrer

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

• 08/2013 → 08/2017
  Highschool
  Aptos, CA
• 04/2014 → 04/2017
  Pleasant Valley Farms
  Aptos, CA
• 09/2017 → 08/2021
  University Of Oregon
  Eugene, OR
• 06/2018 → 09/2018
  Sunriver Resort
  Sunriver, OR
• 06/2019 → 09/2019
  Rosell Wealth Management
  Bend, OR
• 06/2021 → 01/2022
  Fidelity Investments
  Westlake, TX
• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA
• 01/2024 → Present
  Bank Of America, N.A.
  San Mateo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-23
• S63 Uniform Securities Agent State Law Examination
  2021-12-07

Other Names

• Joey Pisano Murrer