Anthony F Tanzola

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

• 12/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2021 → 12/2024
  University Of Miami
  Coral Gables, FL
• 09/2024 → 11/2024
  Firm Foundation Family Wealth
  Miami Lakes, FL
• 06/2024 → 08/2024
  La Fontana Del Mare
  Strathmere, NJ
• 06/2024 → 08/2024
  Rbc Wealth Management
  Mount Laurel, NJ
• 01/2024 → 04/2024
  Fiola Miami
  Coral Gables, FL
• 12/2023 → 01/2024
  Passariello's Moorestown-Pizzeria & Italian Kitchen
  Moorestown, NJ
• 10/2023 → 12/2023
  Ermprotect
  Coral Gables, FL
• 05/2023 → 08/2023
  La Fontana Del Mare
  Strathmere, NJ
• 06/2023 → 08/2023
  Ocean City Nj Surf School
  Ocean City, NJ
• 02/2023 → 05/2023
  Fiola Miami
  Coral Gables, FL
• 06/2022 → 08/2022
  Ocean City Nj Surf School
  Ocean City, NJ
• 11/2021 → 01/2022
  Library Ii
  Voorhees, NJ
• 08/2020 → 05/2021
  Saint Joseph's University
  Philadelphia, PA
• 05/2021 → 06/2021
  Unemployed
  Mount Laurel, NJ
• 06/2021 → 08/2021
  Ocean City Nj Surf School
  Ocean City, NJ
• 06/2020 → 08/2020
  Prep's Pizzeria
  Ocean City, NJ
• 09/2016 → 06/2020
  Saint Joseph's Preparatory School
  Philadelphia, PA
• 06/2016 → 09/2016
  Unemployed
  Mount Laurel, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-04-17