Vincent E Schiano

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

• 02/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 05/2024 → Present
  Bank Of America N.A.
  Columbia, SC

Previous Registrations

• 2016-03-03 → 2022-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
  Augusta, GA
  Columbus, GA
  Macon, GA
  Greenville, SC
  Charlotte, NC
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC
• 2014-12-23 → 2016-03-01
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  St. Louis, MO

Other Businesses

I* 434826 For profit or not for profit: Entity For Profit Name of outside business organization: Golden Butterfly LLC Investment related: no Address of business: Columbia, SC, 29205 Nature of business: Limited Liability Company Position, title, association: Other Start date of relationship: 03/01/2021 Number of hours devoted: 1.67 monthly Number of hours devoted during trading hours: 0 Duties: Consulting on process improvement and technology I*: 2063258 Entity Type: Entity Charitable Name of OBA: Columbia Children's Theatre Address: West Columbia, SC Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/02/2024 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: I am on the local board of the Children's Theatre in a leadership capacity I*: 2591295 Entity Type: Fiduciary role Name of OBA: Mom's accounts Address: Columbia, SC 29206 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/03/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 4 hrs annuall7 Duties: Power of Attorney for Parents

Exams

• S66 Uniform Combined State Law Examination
  2014-12-23
• S63 Uniform Securities Agent State Law Examination
  2013-05-02

Other Names

• Vincent Schiano
• Vincent Edwin Schiano