Sean Matthew Tully

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Commack, NY
• 07/2017 → Present
  United States Marine Corps Reserve
  Brooklyn, NY
• 08/2020 → Present
  Greenlawn Fire Department
  Greenlawn, NY
• 08/2022 → Present
  Greenlawn Fire District
  Greenlawn, NY
• 08/2021 → 10/2022
  Nag's Head Ale House
  Huntington, NY
• 02/2021 → 10/2022
  Sno Haus
  Huntington Station, NY
• 05/2021 → 06/2022
  Harborfields Central School District
  Greenlawn, NY
• 08/2020 → 09/2020
  Maximum Security
  Huntington, NY
• 05/2020 → 08/2020
  Unemployed
  Greenlawn, NY
• 08/2018 → 05/2020
  Binghamton University
  Vestal, NY
• 06/2019 → 08/2019
  Vector Marketing
  Commack, NY
• 03/2018 → 08/2018
  Unemployed
  Greenlawn, NY
• 09/2013 → 06/2017
  Harborfields High School
  Greenlawn, NY
• 05/2015 → 07/2017
  Huntington Beach Community Association
  Centerport, NY
• 03/2021 → 02/2022
  Norwich University Online Master Program
  Greenlawn, NY
• 11/2020 → 02/2021
  Unemployed
  Greenlawn, NY
• 02/2023 → Present
  Bank Of America N.A.
  Commack, NY

Other Businesses

2. Greenlawn Fire District. Not investment related. Greenlawn NY. Emergency Services. Part Time District Attendant. Employee. Started 08/2022. 10 hours per month. 0 hours during normal trading hours. Dispatch 9-1-1 calls to the firehouse, clean the firehouse, paint and test fire hydrants as needed and supplement the volunteer membership as needed.3. Greenlawn Volunteer Fire Department. Not investment related. Greenlawn NY. Firefighter/EMT. Volunteer. Started 08/2020. 40 hours per month. 0 hours during normal trading hours. Respond to 9-1-1 calls when available, either as an EMT in an ambulance or as a Fireman in a firetruck depending on the nature of the call. Participate in training at the Department, County and State Levels. Participate in various fundraiser activites run by the Department .I*: 1066296For profit or not for profit: Entity GovernmentalName of outside business organization: Greenlawn Fire DepartmentInvestment related: NAddress of business: Greenlawn, New YorkNature of business: Governmental OrganizationPosition, title, association: Officer Start date of relationship: 4/10/2023Number of hours devoted: 15 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Volunteer Fire Fighter and EMT. Respond to Medical and Fire related 911 calls when I am available outside of work hours. As Lieutenant these responsibilities would extend to organizing fundraisers, leading trainings and other department or company events, enforcement of department rules and regulations, as well as being authorized to use the Engine Company bank card for related company expenses.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-02