Donna M Yvanek

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

• 03/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America,N.A.
  Indiana, PA

Other Businesses

I*124851 For profit or not for profit: Non-Profit Organization Name of outside business organization: Quota International of Indiana, PA Investment related: N Address of business: Indiana, Pennsylvania 15701 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 8/1/2019 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Quota is a non-profit organization empowering women, children the deaf, hard of hearing, and speech impaired in local communities.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-28
• S63 Uniform Securities Agent State Law Examination
  2002-12-04

Other Names

• Donna Marie Chronowski
• Donna Marie Chronowski
• Donna Marie Yvanek