Craig D Rudisill

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

• 12/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 08/2009 → Present
  Bank Of America, N.A.
  Pennington, NJ

Other Businesses

I*76448 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NANNY4 INVESTMENT RELATED: N ADDRESS OF BUSINESS: PRINCETON, NEW JERSEY 8550 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/10/2014 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REGISTERING FOR A TIN FOR PURPOSES OF PAYING TAXES FOR A NANNY I*76448 For profit or not for profit: For-Profit Organization Name of outside business organization: Rudisill Investment related: N Address of business: Princeton, New Jersey 8550 Nature of business: Sole Proprietorship, Position, title, association: Family Held, Start date of relationship: 11/10/2014 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Registering for a TIN for purposes of paying taxes for a nanny. In addition, set up as Household employer with IRS and State of NJ for purposes of paying federal and state tax requirements.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-21
• S63 Uniform Securities Agent State Law Examination
  2008-02-12

Other Names

• Craig David Rudisill
• Craig Rudisill