Gary Q Kokalari

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
  New York, NY
• 09/2009 → Present
  Bank Of America,Na
  New York, NY

Other Businesses

I*480700 Entity Type: N/A Name of OBA: Albanians for a Democratic Albania Address: New York, New York, 10024 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/02/2014 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-27
• S63 Uniform Securities Agent State Law Examination
  1993-12-15

Other Names

• Gary Kokalari