Gregory Lucky Nerantzis

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

• 02/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leesburg, VA
• 07/2011 → Present
  Bank Of America, N.A.
  Leesburg, VA

Previous Registrations

• 1994-01-24 → 2009-03-05
  Citigroup Global Markets Inc.
  Leesburg, VA
  Leesburg, VA

Other Businesses

I*: 2230281Entity Type: Name of OBA: Saints Peter & Paul Greek Orthodox ChurchAddress: Frederick MdInvestment Related: NoPosition, Title, Association: Employee Start Date: 03/07/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 0Duties: My wife & I are asked to be the Chairperson's for our parish stewardship, and help increase givingI*: 2230282Entity Type: Name of OBA: Saints Peter & Paul Greek Orthodox ChurchAddress: Frederick MdInvestment Related: NoPosition, Title, Association: Employee Start Date: 03/07/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 0Duties: Chairperson for church renovation fund I*4515271 Entity Type: N/A Name of OBA: G L N JR TTEE S P N TTEE U/A DTD 06/17/2024 Address: Lovettsvilllee, Virginia, 20180 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Self, Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-31
• S63 Uniform Securities Agent State Law Examination
  1984-07-05

Other Names

• Gregory Lucky Nerantzis
• Gregory Lucky Nerantzis Jr