John Calarco

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2013-11-15
CT	RA	APPROVED	2013-09-30

NY RA
APPROVED

Since 2021-04-19
TX RA
APPROVED

Since 2013-11-15
CT RA
APPROVED

Since 2013-09-30

Branch Locations

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

Larchmont, NY • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2013	Present
Bank Of America, N.A.	New York	NY	11/2013	Present

06/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
11/2013 → Present

Bank Of America, N.A.

New York, NY

Other Businesses

I*3384270 Entity Type: Entity For Profit Name of OBA: Life Time Inc Address: west harrson, New York, 10604 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/23/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Life Time, Inc. provides wellness and fitness services. The Company offers indoor and outdoor activities such as swimming pools, tennis, rock climbing, cycling, weight loss coaching as well as pickleball and basketball courts. Life Time serves customers in the United States. I will be responsible for coordinating and running 1 event per month on a weekend.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-27
S63	Uniform Securities Agent State Law Examination	1996-03-13

S66 Uniform Combined State Law Examination

2013-09-27
S63 Uniform Securities Agent State Law Examination

1996-03-13

Other Names

John Michael Calarco
John Michael Calarco

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