Jan Carlo Landi

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

• 04/2016 → 05/2017
  Morgan Stanley Smith Barney Llc
  Ridgewood, NJ
• 04/2016 → 01/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2017 → 07/2018
  Edward Jones
  St. Louis, MO
• 12/2019 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 08/2018 → 10/2018
  Unemployed
  Leonia, NJ
• 10/2018 → 11/2019
  Current Investments Inc
  Mineola, NY
• 01/2020 → 08/2022
  Bank Of America, N.A.
  Paramus, NJ
• 08/2022 → 03/2023
  Citigroup Global Markets Inc
  Suffern, NY
• 04/2023 → 07/2024
  Pnc Investments Llc
  Montvale, NJ
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 08/2024 → Present
  Bank Of America, N.A.
  Paramus, NJ

Previous Registrations

• 2023-04-10 → 2024-07-26
  Pnc Wealth Management Llc
  Montvale, NJ
  River Edge, NJ
  Mahwah, NJ
• 2022-09-09 → 2023-04-04
  Citigroup Global Markets Inc.
  Ramapo, NY
  Uniondale, NY
  Fort Mill, SC
  New York, NY
• 2019-12-24 → 2022-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
  New York, NY
• 2017-06-30 → 2018-08-02
  Edward Jones
  Westwood, NJ
• 2016-06-27 → 2017-06-19
  Morgan Stanley
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-06-24
• S65 Uniform Investment Adviser Law Examination
  2011-04-15

Other Names

• Jan Carlo Landi
• Jan C Landi
• Jan Landi