Lynn Ann Denucci

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

• 01/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Springfield, MA
• 09/2009 → Present
  Bank Of America, Na
  Springfield, MA

Other Businesses

I*1531258, Entity Type: Entity For Profit, Name of OBA: P P LLC, Address: East Longmeadow , Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531266, Entity Type: Entity For Profit, Name of OBA: E R LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531265, Entity Type: Entity For Profit, Name of OBA: W R LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531264, Entity Type: Entity For Profit, Name of OBA: C S LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531263, Entity Type: Entity For Profit, Name of OBA: H C LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531262, Entity Type: Entity For Profit, Name of OBA: S H R LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531261, Entity Type: Entity For Profit, Name of OBA: S H R LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531260, Entity Type: Entity For Profit, Name of OBA: G F D LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group. I*1531259, Entity Type: Entity For Profit, Name of OBA: P S LLC, Address: East Longmeadow, Massachusetts 01028, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 10/13/2023, No Hours: 1, No Hours during trading: 0, Duties: The Schuhlen Descendants 2022 Irrevocable Trust is the managing member of this LLC. The trust has hired the Schuhlen Group. I am not an owner or have any interest in the Schuhlen Group.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-28
• S63 Uniform Securities Agent State Law Examination
  1993-03-16

Other Names

• Lynn A Denucci