Joseph Henrico Torrice

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

• 08/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA
• 12/2009 → Present
  Bank Of America, N.A.
  Richmond, VA

Other Businesses

I*2109324, Entity Type: Fiduciary, Name of OBA: D A T irrevocable trust, Address: Richmond, Virginia, 23235, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 27-Nov-2024, No Hours: 3 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-01-15
• S63 Uniform Securities Agent State Law Examination
  1983-11-11