Gregory Joseph Boccia

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

• 08/2013 → 12/2016
  Private Advisor Group
  Morristown, NJ
• 01/2015 → 12/2016
  Lpl
  Morristown, NJ
• 12/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Other Businesses

I*2236279, Entity Type: , Name of OBA: J D B, Address: Washington, New Jersey, 07882, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 13-Dec-2023, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2017-02-07

Other Names

• Gregory Boccia