Antoine Tony Ojeil

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 → 04/2024
  Citi Group
  New York, NY
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 04/2014 → 04/2024
  Citigroup Global Markets Inc.
  New York, NY
• 01/2017 → 04/2024
  Citi Private Alternatives, Llc
  Short Hills, NJ
• 04/2024 → 09/2024
  Not Employed
  N/A, XX

Previous Registrations

• 2016-11-23 → 2024-05-03
  Citigroup Global Markets Inc.
  New York, NY
  Short Hills, NJ
  Washington, DC
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2016-11-22
• S63 Uniform Securities Agent State Law Examination
  2014-08-26

Other Names

• Tony Ojeil
• Antoine Tony Ojeil Jr