Frantzy Gino Exantus

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2021 → 02/2022
  Sailormen Inc
  Jacksonville, FL
• 02/2022 → 07/2022
  Bank Of America
  Jacksonville, FL
• 01/2012 → 07/2017
  Duval Charter Scholars Academy
  Jacksonville, FL
• 07/2017 → 07/2021
  Paxon School For Advanced Studies
  Jacksonville, FL
• 11/2024 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*2408259, Entity Type: Entity For Profit, Name of OBA: Tiktok, Address: Jacksonville, Florida, 32277, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 12/27/2024, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: Stream Video Games and reactions

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17