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Grace Craig Lutfy

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Middletown, NY

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-13
NY RA APPROVED 2025-10-31
  • TX RA
    APPROVED
    Since 2026-02-13
  • NY RA
    APPROVED
    Since 2025-10-31

Branch Locations

90 Crystal Run Rd, Middletown, NY 10941 • United States

One Bryant Park, New York, NY 10036 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Middletown NY 07/2025 Present
Duke Energy Charlotte NC 07/2022 05/2025
Dte Energy Detroit MI 05/2020 07/2022
The Pennsylvania State University State College PA 08/2016 12/2019
None (Unemployed) Milford PA 12/2019 05/2020
Bank Of America, N.A. Middletown NY 08/2025 Present
  • 07/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Middletown, NY
  • 07/2022 → 05/2025
    Duke Energy
    Charlotte, NC
  • 05/2020 → 07/2022
    Dte Energy
    Detroit, MI
  • 08/2016 → 12/2019
    The Pennsylvania State University
    State College, PA
  • 12/2019 → 05/2020
    None (Unemployed)
    Milford, PA
  • 08/2025 → Present
    Bank Of America, N.A.
    Middletown, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-31
  • S66 Uniform Combined State Law Examination
    2025-10-31

View on SEC IAPD

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KARLA GALAZZO
MICHAEL DECKER

Other Offices

PFS INVESTMENTS INC. · MIDDLETOWN, NY
PFS INVESTMENTS INC. · MIDDLETOWN, NY
PFS INVESTMENTS INC. · MIDDLETOWN, NY
EQUITABLE ADVISORS, LLC · MIDDLETOWN, NY
CETERA INVESTMENT ADVISERS LLC · MIDDLETOWN, NY
OSAIC WEALTH, INC. · MIDDLETOWN, NY
EDWARD JONES · MIDDLETOWN, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIDDLETOWN, NY

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