John L Marinelli

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

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 07/2019 → 01/2021
  University Of Arizona
  Tucson, AZ
• 12/2021 → 06/2024
  University Of Connecticut
  Storrs, CT
• 02/2021 → 11/2021
  University Of Illinois
  Champaign, IL
• 05/2016 → 03/2018
  Rhys Commercial Real Estate
  Stamford, CT
• 04/2018 → 06/2019
  Newmark Knight Frank
  Stamford, CT
• 08/2024 → Present
  Bank Of America. N.A.
  Greenwich, CT

Other Businesses

I*: 2600289 Entity Type: For Profit Name of OBA: Red Zone Football, LLC Address: Elmsford, NY 10523 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 07/12/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Coaching/Educating in Sports (Football). From time to time, if asked, and I am approved here, I will help instruct and educate youth athletes and coaches on the sport of football - whether through webinars, seminars, or live instruction. In terms of frequency, I am not sure right now, but not on a regular basis.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-16

Other Names

• John Louis Marinelli
• John Marinelli