Calvin James Vanness

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

• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2014 → 06/2017
  Palm Valley Golf Club
  Goodyear, AZ
• 06/2017 → 08/2017
  Krisher Construction
  Carefree, AZ
• 08/2017 → 10/2017
  The University Of Arizona
  Tucson, AZ
• 10/2017 → 11/2018
  Dicks Sporting Goods
  Oracle, AZ
• 09/2018 → 08/2019
  The University Of Arizona
  Tucson, AZ
• 02/2019 → Present
  Taylor Made Golf Co
  Scottsdale, AZ
• 01/2021 → Present
  Bank Of America, N.A.
  Chandler, AZ

Other Businesses

Taylormade Golf co, not investment related, Carlsbad, CA 92008 United States, carlsbad, ca. It is a company that manufactures golf clubs, my position there is to go around to golf clubs around the Scottsdale/Phoenix are and let people hit the clubs and place orders. The position is labeled as Demo Tech and I started 02/2019. When first started I was working around 20 hours a week, since starting with Merrill I have only worked 1 or 2 events, just kind of an on available basis.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-31

Other Names

• Calvin Vanness