Donna Sullivan

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ

Previous Registrations

• 2012-09-17 → 2014-07-02
  Prestige Wealth Management Group, Llc
  Flemington, NJ
• 2003-07-01 → 2012-08-23
  Wells Fargo Clearing Services, Llc
  Princeton, NJ
  Princeton, NJ
  Flemington, NJ
  Lawrenceville, NJ
• 2002-05-24 → 2003-07-01
  Prudential Equity Group, Llc
  Princeton, NJ

Other Businesses

I*96431 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DONNA SULLIVAN INVESTMENT RELATED: N ADDRESS OF BUSINESS: FLEMINGTON, NEW JERSEY 8822 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/9/2016 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SPECIALTY CAKE BAKER AND DESIGNER I*96431 For profit or not for profit: For-Profit Organization Name of outside business organization: Twinklefairy Cakes Investment related: N Address of business: Flemington, New Jersey 8822 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 7/9/2016 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: specialty cake baker and designer I*492709, Entity Type,n/a Name of OBA: J B Address:Ocean Isle BeachNorth Carolina28469, Investment Related:NO Position, Title, Association: Power of Attorney,Employee Start Date:10/17/2019, No Hours:1 Yearly No Hours during trading:0 Duties:for parents

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-11
• S63 Uniform Securities Agent State Law Examination
  1997-01-31

Other Names

• Donna M Bracchi
• Donna Marie Bracchi
• Donna Marie Bracchi
• Donna Marie Sullivan