Ronald Douglas Coltrane Jr

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

• 09/2016 → 08/2020
  Pnc Bank
  Scranton, PA
• 09/2016 → 12/2018
  Pnc Investments
  Pittsburgh, PA
• 08/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scranton, PA
• 12/2020 → Present
  Bank Of America N.A.
  Scranton, PA

Previous Registrations

• 2016-09-27 → 2018-12-06
  Pnc Wealth Management Llc
  Scranton, PA
• 2011-08-30 → 2015-03-13
  Osaic Institutions, Inc.
  Montursville, PA
  Scranton, PA
  Scranton, PA
  Scranton, PA
  East Stroudsburg, PA
  Clarks Summit, PA
  Mount Pocono, PA
  Montoursville, PA
• 2009-02-11 → 2011-08-17
  Invest Financial Corporation
  Dunmore, PA

Exams

• S66 Uniform Combined State Law Examination
  2009-02-09

Other Names

• Ronald Douglas Coltrane