Stephan M Moonesar

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

• 01/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Egg Harbor Township, NJ
• 11/2014 → Present
  Bank Of America, N.A.
  Egg Harbor Township, NJ

Previous Registrations

• 2011-02-11 → 2011-04-14
  Lpl Financial Llc
  Franklin Lakes, NJ

Other Businesses

1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: NEW HOME MEDIA 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: P.O. BOX 1126, LORTON, VIRGINIA 22199 5.NATURE OF BUSINESS: SOLE PROPRIETORSHIP, 7.POSITION, TITLE, ASSOCIATION: PART-TIME, 8.START DATE OF RELATIONSHIP: 3/30/2013 9.NUMBER OF HOURS DEVOTED: 40 HOUR(S) MONTHLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: PLACING SIGNS AROUND NEIGBORHOODS WITH NEW CONSTRUCTION. FOR EXAMPLE IN EATONTOWN THERE ARE NEW CONDO'S AND TOWNHOUSES GOING UP. I PUT SIGNS DOWN HELPING TO RAISE AWARENESS (MARKETING). I*107359 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOYS & GIRLS CLUB OF ATLANTIC CITY INVESTMENT RELATED: N ADDRESS OF BUSINESS: ATLANTIC CITY, NEW JERSEY 8401 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 7/14/2017 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ON THE BOARD. I AM RESPONSIBLE FOR RAISING AWARENESS AND FINDING NEW DONORS TO THE ORGANIZATION. ALSO RESPONSIBLE FOR HELPING SET UP AND MARKET THE EVENTS.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-09

Other Names

• Stephan Moonesar
• Stephan M Moonesar
• Stephan Moonesar