Stanley Delisca

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

• 07/2022 → Present
  Merrill Lynch
  Howard Beach, NY
• 10/2019 → 06/2022
  Valley Bank
  Maspeth, NY
• 03/2021 → Present
  Shipt
  Queens, NY
• 03/2019 → 10/2019
  Capital One
  Plainview, NY
• 08/2013 → 01/2019
  Chase
  Richmond Hill, NY
• 01/2019 → 03/2019
  Unemployment
  Richmond Hill, NY

Other Businesses

I*939238, Entity Type: Entity For Profit, Name of OBA: Shipt, Address: BIRMINGHAM, Alabama 35203, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 10/10/2022, No Hours: 5, No Hours during trading: 0, Duties: The purpose of the entity is to help people get essential goods such as groceries to their home. I am a Shipt Shopper so I shop for customers requested items and deliver it to their homes. I*940231, Entity Type: Entity For Profit, Name of OBA: SHIPT, Address: BIRMINGHAM, Alabama 35203, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 10/10/2022, No Hours: 5, No Hours during trading: 0, Duties: I work for a company called Shipt as an independent contractor where I got to Target and shop for both groceries and items for customers and deliver it to their home.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-14