J Donald Tansey

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

• 10/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 12/2009 → Present
  Bank Of America, Na
  Florham Park, NJ

Other Businesses

I*88083 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: VERO BEACH, NEW JERSEY 32963 NATURE OF BUSINESS: OTHER,MY WIFE AND I OWN POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/10/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: VACATION HOME THAT MAY HAVE AN OCCASIONAL RENTAL

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-17
• S63 Uniform Securities Agent State Law Examination
  1986-10-06

Other Names

• John Donald Tansey