Paul J Okeefe

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

• 08/1991 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, MI
• 12/2009 → Present
  Bank Of America, Na
  Clinton Township, MI

Other Businesses

I*3066264Entity Type: Fiduciary roleName of OBA: L. O. Irrevocable living TrustAddress: Shelby Township, Michigan, 48315Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 10/27/2025Number of Hours: 5, YearlyNumber of Hours during trading: 1, YearlyDuties: Successor Trustee In-Laws I*3086266 Entity Type: Name of OBA: P J O TTEE U/A DTD 07/31/2025 BY L Y O Address: Michigan, 48315 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 10/27/2025 Number of Hours: 4, Yearly Number of Hours during trading: 2, Yearly Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-30
• S63 Uniform Securities Agent State Law Examination
  1991-10-16

Other Names

• Paul Joseph Okeefe
• Paul Joseph O'KEefe