David A Paolino

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

• 02/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 07/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*877345For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: brickell, Florida, 33131Nature of business: Position, title, association: Sole owner, Start date of relationship: 7/1/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0DutiesI OWN AND AM PRESIDENT OF PAOLINO LAND CO. WHICH IS A HOLDING COMPANY FOR LAND LEASES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-02
• S63 Uniform Securities Agent State Law Examination
  1992-04-22

Other Names

• David Angelo Paolino