Anthony Owen Lando

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

• 09/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
• 09/2013 → Present
  Bank Of America, N.A.
  Minneapolis, MN

Other Businesses

I*102594For profit or not for profit: Non-Profit Organization Name of outside business organization: Jones-Harrison Foundation Investment related: No Address of business:Minneapolis, Minnesota 55416Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 42787Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 2Duties: Volunteer Board Member for insight purposes- Jones-Harrison Residence is dedicated to continuing our century-long tradition of offering innovative programs and supportive services to older adults in a loving, gracious setting I*10671For profit or not for profit: Name of outside business organization: Rental Investment related: Address of business: Maitland, Florida 32751Nature of business: ,Position, title, association: , Start date of relationship: 9/1/2019Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties: I*1938326 Entity Charitable Name of OBA: Teach For America- North Carolina Address: Research Triangle, North Carolina, 27709 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2024 No Hours: 10 No Hours during trading: 8 Duties: Board Member I*: 505334 Entity Type: Rental Property Name of OBA: 2XXX Korat Lane Address: Maitland, FL 32751 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/01/2019 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Co-owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2016-07-15
• S63 Uniform Securities Agent State Law Examination
  2010-06-30