Joseph Dondalski

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

• 07/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2009 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

1.NAME: DOCTOR WISE LLC (WARTBEEGONE) 2.INVESTMENT RELATED: (YES OR NO) YES 3.ADDRESS: LAKE FOREST, IL 4.NATURE: OTC TOPICAL DERMATOLOGICAL PRODUCT 5.YOUR POSITION, TITLE, ASSOCIATION: MANAGER 6.START DATE: 1998 7.NUMBER OF HOURS DEVOTED PER MONTH: 3 8.NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 9.DUTIES: FIND COMPANY INTERESTED IN LICENSING PATENT I*89920 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: PROPERTY HAS NOT YET BEEN PURCHASED, CHICAGO, ILLINOIS 60657 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/22/2016 NUMBER OF HOURS DEVOTED: 6 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY. MY RESPONSIBILITIES: IDENTIFY PROPERTY, NEGOTIATE ACQUISITION, RENT PROPERTY, MAINTAIN AND COLLECT RENT I*110941 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DOORWAY LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHICAGO, ILLINOIS 60657 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 4/12/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: GENERATE RENTAL INCOME FROM 3 UNIT BUILDING. RESPONSIBILITIES, RENTAL AND PROPERTY MANAGEMENT I*896250 For profit or not for profit: Entity For Profit Name of outside business organization: Mountain Door LLC Investment related: N Address of business: Heber City, Utah, 84032 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 7/11/2022 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , responsibilities, rental and property management

Exams

• S66 Uniform Combined State Law Examination
  2003-10-24
• S63 Uniform Securities Agent State Law Examination
  1984-12-10

Other Names

• Joseph D Dondalski
• Joseph Dennis Dondalski