Gregory Alan Beane

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2007-05-29
MD	RA	APPROVED	1993-07-16

TX RA
APPROVED

Since 2007-05-29
MD RA
APPROVED

Since 1993-07-16

Branch Locations

Royal Oak, MD • United States

114 Bay St, Easton, MD 21601 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Easton	MD	08/1990	Present
Bank Of America, N.A.	Easton	MD	08/2011	Present

08/1990 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Easton, MD
08/2011 → Present

Bank Of America, N.A.

Easton, MD

Other Businesses

I*2026492, Entity Type: Entity For Profit Name of OBA: Riverton Road LLC Address: Mardela Springs, MD Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/30/2024 No Hours: 30 No Hours during trading: 0 Duties: Farmland that is currently not being tilled. The expectation is that a farmer will grow crops via leasing the farmland in coming years.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1990-11-30
S63	Uniform Securities Agent State Law Examination	1990-10-26

S65 Uniform Investment Adviser Law Examination

1990-11-30
S63 Uniform Securities Agent State Law Examination

1990-10-26

Other Names

Greg Beane

View on SEC IAPD