Lance J Giambelluca

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

• 10/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 05/2011 → Present
  Bank Of America, N.A.
  Austin, TX

Other Businesses

I*42274For profit or not for profit: For-Profit OrganizationName of outside business organization: Metairie Road InvestorsInvestment related: YAddress of business:New Orleans, Louisiana 70118Nature of business: LLC,Position, title, association: Limited Partner, Start date of relationship: 6/30/2011Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Restuarant..curently have limited partner interest in several other locations that have been approved. No duties or responsibilities besides being a limited partnerI*2949269, Entity Type: Entity Charitable, Name of OBA: L3 Foundation, Address: Roswell, Georgia, 30075, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 01/01/2026, No Hours: 6 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be co-chairing the organization with my wife J. i currently serve on the membership committee. A unique organization of men and women, with proven leadership stature, who are engaged in diverse activities that add purpose and lasting reward to the rest of their lives.Life long Learning. predominately a Travel group that is also a 501(c) 3. I*3731272 Entity Type: N/A Name of OBA: J G IRRA Address: Austin, Texas, 78750 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/01/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-13
• S65 Uniform Investment Adviser Law Examination
  1994-01-13

Other Names

• Lawrence J Giambelluca
• Lance J Giambelluca
• Lance Jake Giambelluca
• Lawrence Jake Giambelluca