Antony E E Ghee

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

• 01/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2015 → 12/2016
  Archimedes Alpha, Llc
  Englewood, NJ

Other Businesses

I*973369, Name of OBA: Publish Book #2 Address: Totowa, NJ Investment Related: No Position, Title, Association: Other, Author Employee Start Date: 8/30/2022 No Hours: 0 Yearly No Hours during trading: 0 Duties: Publishing a book for general consumption. I*425184, Entity Type: Entity For Profit, Name of OBA: No Entity - Published Book, Address: Totowa, New Jersey 07512, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 12/01/2016, No Hours: 0, No Hours during trading: 0, Duties: Published book entitled F.L.A.G. - Fraud, Lies and Greed; ISBN: 978-0-9899164-6-2. I*470625, Entity Type: Entity Governmental, Name of OBA: United States Army Reserve, Address: Gaithersburg, Maryland 20879, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/08/2010, No Hours: 16, No Hours during trading: 0, Duties: United States Army Reserve. Serve as a Judge Advocate in the USAR. I*: 2424274 Entity Type: For Profit Name of OBA: G-Legacy Holdings, LLC Address: Totowa, NJ 07512 Investment Related: No Position, Title, Association: Owner Employee Start Date: 5/1/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: For any purpose permissible by law and BofA policies. For example, personal investments in real estate, private investments, book sales, etc.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-29
• S65 Uniform Investment Adviser Law Examination
  2010-04-13
• S63 Uniform Securities Agent State Law Examination
  2010-03-26

Other Names

• Antony Eugean Ghee
• Antony E Ghee
• Antony E E Ghee