Joann Charney

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-15
NJ	RA	APPROVED	2020-02-27

TX RA
APPROVED

Since 2020-04-15
NJ RA
APPROVED

Since 2020-02-27

Branch Locations

1051 Route 37 W, Toms River, NJ 08755 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Eatontown	NJ	01/2006	Present
Bank Of America, N.A.	Eatontown	NJ	01/2006	Present

01/2006 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eatontown, NJ
01/2006 → Present

Bank Of America, N.A.

Eatontown, NJ

Other Businesses

I*5019267 Entity Type: Social and Recreation Clubs Name of OBA: Brick Youth Lacrosse Address: Brick, New Jersey, 8723 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 07/27/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: Volunteer club to teach boys and girls lacrosse through 8th grade Treasurer: Financial oversight & reporting, budgeting, compliance & auditing, internal controls

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-25

S66 Uniform Combined State Law Examination

2020-02-25

Other Names

Joann J Madanat
Joann J Qaqish
Joann J Charney

View on SEC IAPD