George Knudsvig

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

• 12/2019 → 06/2020
  Axa Advisors Llc
  New York, NJ
• 08/2014 → 05/2018
  St. Lawrence University
  Canton, NY
• 06/2017 → 08/2017
  George Mason University
  Arlington, VA
• 06/2017 → 08/2017
  Stemconnector
  Washington, DC
• 06/2018 → 11/2019
  Unemployed
  Rye, NY
• 12/2019 → 08/2022
  Equitable Advisors, Llc
  New York, NY
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2023 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2021-03-15 → 2022-08-08
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-02-17
• S63 Uniform Securities Agent State Law Examination
  2019-11-21

Other Names

• George Knudsvig
• George Taric Knudsvig