Markos K Stroumbakis

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

• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 06/2024 → 10/2024
  Legacy Edge Advisors
  Syosset, NY
• 08/2023 → 10/2024
  Insights Intervention
  New York City, NY
• 06/2022 → 02/2024
  Fluent Research
  New York City, NY
• 08/2017 → 06/2021
  Saint Johns Prep
  New York, NY
• 01/2023 → Present
  Baruch College Cuny
  New York City, NY
• 08/2021 → 12/2022
  Hunter College Cuny
  New York City, NY
• 08/2014 → 06/2017
  The Renaissance Charter School
  New York City, NY
• 04/2022 → 08/2022
  Halstead Management
  New York City, NY
• 01/2025 → Present
  Bank Of America, N.A.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-02-06

Other Names

• Markos Stroumbakis