Driscoll M Docanto

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

• 01/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 10/2010 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*368 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Dorchester, Massachusetts 02125 Start date of relationship: 5/1/2003 Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0 I*9066 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Boston, Massachusetts 02119 Start date of relationship: 11/1/2019 Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0 I*79322 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SCHOOLHOUSE ROAD INVESTMENT RELATED: N ADDRESS OF BUSINESS: EDGARTOWN, MASSACHUSETTS 2539 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/6/2014 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS MY VACATION HOME, WHICH I RENT OUT INFREQUENTLY. I*79317 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAVIN RESTAURANT LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: DORCHESTER, MASSACHUSETTS 2125 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 7/14/2010 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE LLC WAS CREATED TO BE THE LEGAL HOLDING FOR SAVIN BAR AND KITCHEN. I*79319 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAVIN HILL PARTNERS LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: DORCHESTER, MASSACHUSETTS 2125 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 2/18/2015 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LLC CREATED TO PURCHASE VACANT LOT NEXT TO SAVIN BAR AND KITCHEN

Exams

• S66 Uniform Combined State Law Examination
  2010-02-25