Paul Jude Kolano

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

• 11/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Pennington, NJ

Other Businesses

I*96049 For profit or not for profit: Non-Profit Organization Name of outside business organization: Catholic Charities, Diocese of Trenton Investment related: N Address of business: 383 W State Street, Trenton, New Jersey 8618 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 3/1/2016 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Mercer County Board Member and Member of Board of Trustees for Catholic Charities

Exams

• S66 Uniform Combined State Law Examination
  2005-04-13
• S63 Uniform Securities Agent State Law Examination
  1996-03-07