Nicholas Tuzzio

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

• 06/2016 → 08/2018
  Stm Construction
  Lynbrook, NY
• 06/2018 → 08/2019
  Lynbrook Village Department Of Public Works
  Lynbrook, NY
• 08/2017 → 05/2021
  University Of Tampa
  Tampa, FL
• 09/2018 → 01/2019
  Vale Food Co.
  Tampa, FL
• 05/2021 → 11/2021
  Unemployed
  Lynbrook, NY
• 11/2021 → 06/2022
  New York Life Insurance Company
  Melville, NY
• 09/2013 → 06/2017
  Lynbrook Senior High School
  Lynbrook, NY
• 01/2022 → 06/2022
  Nylife Securities Llc
  Melville, NY
• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-21
• S63 Uniform Securities Agent State Law Examination
  2022-04-08