Pietro Maniaci

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

• 04/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sterling Heights, MI
• 05/2014 → Present
  Bank Of America, N.A.
  Sterling Heights, MI

Other Businesses

I*1728316 Entity Type: For Profit Name of OBA: PM Address:Grosse Pointe Woods, PA Investment Related:No Position, Title, Association:Treasurer,Officer,General Partner/Managing Member,Director,Employee,Owner Employee Start Date:04/03/2024 No Hours: Weekly No Hours during trading:0 Duties:I am inventing a small handheld device, the sole primary function of which will be to assist the user with removing dry or wet mucous from their nose. Once the device prototype is finalized, I plan to pay a manufacturing and packaging company to produce several units, package them, and sell these units to consumers for profit. I plan to file for an LLC in the State of Michigan. I will hire a marketing firm to help create digital advertisements. I am currently the sole person involved in this, with no partners or investors to this point. I will run this business for as long as it is feasible and profitable or as another example until I determine that it is no longer in my interest. I will be the owner, operator, manager, accountant etc. for the foreseeable future.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-31

Other Names

• Pete Maniaci