Donald Robert Martine

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2015-02-26
TX	RA	APPROVED	2015-02-25

NJ RA
APPROVED

Since 2015-02-26
TX RA
APPROVED

Since 2015-02-25

Branch Locations

1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States

Metuchen, NJ • United States

194 Wood Ave S Ci Business Controls, Iselin, NJ 08830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	10/2014	Present
Bank Of America, N.A.	Pennington	NJ	02/2015	Present

10/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
02/2015 → Present

Bank Of America, N.A.

Pennington, NJ

Other Businesses

I*76503 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PEPPLER FUNERAL HOME INVESTMENT RELATED: N ADDRESS OF BUSINESS: 122 CROSSWICKS STREET, BORDENTOWN, NEW JERSEY 8505 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, TRADE WORKER START DATE OF RELATIONSHIP: 1/1/2008 NUMBER OF HOURS DEVOTED: 6 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRADE WORK WHEN NEEDED (EMBLAMINGS/LIVERY)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-21

S66 Uniform Combined State Law Examination

2015-02-21

View on SEC IAPD