George Nicholas Tsamutalis

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Closter, NJ
• 11/2009 → Present
  Bank Of America,Na
  Fort Lee, NJ

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Closter, NJ
  Closter, NJ
  Fort Lee, NJ
• 2004-04-15 → 2004-10-20
  Quick & Reilly, Inc.
  Hackensack, NJ

Other Businesses

I*9220 Entity Type: Rental Property Name of outside business organization: Rental Property Investment related: No Address of business: Astoria, New York 11106 Position, title, association: Co-owner with other family members Start date of relationship: 12/31/2019 Number of hours devoted: 1 hour mthly Number of hours devoted during trading hours: 0 Duties: Co owner of rental property I*: 2496273 Entity Type: Fiduciary role Name of OBA: C, T. Address: Whitestone, NY 11357 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/27/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney for Child

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-31
• S63 Uniform Securities Agent State Law Examination
  1993-11-06

Other Names

• George Nicholas Tsamutalis
• George Nicholas Tsammtalis