Connor Lilley

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

• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albany, NY
• 11/2020 → 11/2021
  Agilis Delivery
  Rensselaer, NY
• 01/2020 → 11/2020
  Unemployed
  Albany, NY
• 11/2018 → 01/2020
  Family Danz
  Albany, NY
• 09/2016 → 11/2018
  Andrianos Pizza
  Delmar, NY
• 09/2014 → 09/2016
  Mccarrolls Deli
  Delmar, NY
• 07/2026 → Present
  Bank Of America, N.A.
  Albany, NY

Other Businesses

I*4487270 Entity Type: Entity Charitable Name of OBA: American Foundation for Suicide Prevention Address: New York, New York, 10038 Investment Related: No Position, Title, Association: Committee Employee Start Date: 04/27/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Charitable non-profit to bring awareness to the public for mental health around suicide and trying to help those before it is too late On the planning and events committee for fundraisers and awareness events around the capital district

Exams

• S66 Uniform Combined State Law Examination
  2025-09-30

Other Names

• Connor F Lilley