Allison N Cresci Callahan

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
RI	RA	APPROVED	2024-01-02
TX	RA	APPROVED	2022-08-30
CT	RA	APPROVED	2022-06-14

RI RA
APPROVED

Since 2024-01-02
TX RA
APPROVED

Since 2022-08-30
CT RA
APPROVED

Since 2022-06-14

Branch Locations

1 Financial Plaza, Providence, RI 02903 • 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	Northampton	MA	02/2022	Present
Bank Of America, N.A.	Northampton	MA	02/2022	Present
Consumer Credit Counseling Services Of Wnc, Inc. Dba: Ontrack Fi	Asheville	NC	10/2020	02/2022
Greenfield Public Schools	Greenfield	MA	08/2019	04/2021
Consumer Credit Counseling Services Of Wnc, Inc. Dba: Ontrack Fi	Asheville	NC	11/2018	06/2019
Innovative Spa Management	Asheville	NC	10/2018	12/2019
Travel And Relocation	Greenfield	MA	07/2019	07/2019
Asheville School Of Massage And Yoga	Asheville	NC	07/2018	12/2018
Buncombe County Public Schools	Asheville	NC	01/2012	06/2018
Blue Ridge Resources Inc.	Asheville	NC	01/2014	03/2019

02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Northampton, MA
02/2022 → Present

Bank Of America, N.A.

Northampton, MA
10/2020 → 02/2022

Consumer Credit Counseling Services Of Wnc, Inc. Dba: Ontrack Fi

Asheville, NC
08/2019 → 04/2021

Greenfield Public Schools

Greenfield, MA
11/2018 → 06/2019

Consumer Credit Counseling Services Of Wnc, Inc. Dba: Ontrack Fi

Asheville, NC
10/2018 → 12/2019

Innovative Spa Management

Asheville, NC
07/2019 → 07/2019

Travel And Relocation

Greenfield, MA
07/2018 → 12/2018

Asheville School Of Massage And Yoga

Asheville, NC
01/2012 → 06/2018

Buncombe County Public Schools

Asheville, NC
01/2014 → 03/2019

Blue Ridge Resources Inc.

Asheville, NC

Previous Registrations

2009-02-04 → 2009-09-21

Usa Wealth Management Llc

Lincoln, RI

Other Businesses

I*: Entity Type: Rental Property Name: Rental Property 1 NOT investment related Address: Asheville, NC 28806 Position/Relationship: Sole property owner Start Date: 04/01/2022 Hours per Month: 1 Hours per Month During Trading Hours: 0 Description of Duties: Occasional correspondence with renter and collection of monthly rent. I*4500266 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Providence, Rhode Island, 2906 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Rental Property/Co-owner with other family members

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-09
S65	Uniform Investment Adviser Law Examination	2008-06-07

S66 Uniform Combined State Law Examination

2022-06-09
S65 Uniform Investment Adviser Law Examination

2008-06-07

Other Names

Allison Nicole Cresci
Ally Cresci
Ally Cresci Callahan
Allison N Crescicallahan

View on SEC IAPD