Sandre Naumoski

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

• 08/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yardley, PA
• 09/2015 → Present
  Bank Of America, N.A.
  Yardley, PA

Previous Registrations

• 2014-12-09 → 2015-08-28
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Willingboro, NJ
• 2011-01-03 → 2014-12-10
  Voya Financial Advisors, Inc.
  Fort Washington, PA
  Fairfax, VA
  Melville, NY
  Fairfax, VA
• 2008-11-18 → 2011-01-03
  Voya Financial Partners, Llc
  Moorestown, NJ
  Fairfax, VA
  Rancocas, NJ
• 2008-04-02 → 2008-11-20
  Haddon Financial Group, Inc.
  Marlton, NJ
• 2007-07-17 → 2008-03-19
  Equitable Advisors, Llc
  Cherry Hill, NJ
• 2006-07-06 → 2006-10-31
  Osaic Services, Inc.
  Crown Point, IN

Other Businesses

I*: 2819281 Entity Type: Governmental Name of OBA: Edmond School District Address: Edmond, OK 73003 Investment Related: No Position, Title, Association: Coach Employee Start Date: 02/10/2026 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: High School Soccer Coach

Exams

• S66 Uniform Combined State Law Examination
  2006-05-22

Other Names

• Sunny Naumoski