Donald J. Cregg

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2010-01-15

Branch Locations

1 Financial Plz, Providence, RI 02903 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America N.A	Boston	MA	02/2008	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	10/2009	Present

02/2008 → Present

Bank Of America N.A

Boston, MA
10/2009 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-28
S65	Uniform Investment Adviser Law Examination	1995-08-23
S63	Uniform Securities Agent State Law Examination	1995-03-09

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