Bernice Antonelli

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

• 11/2015 → 12/2017
  Wells Fargo Advisors, Llc
  New York, NY
• 01/2018 → 04/2022
  Glenmede Trust Co
  Philadelphia, PA
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA

Previous Registrations

• 2015-11-13 → 2018-01-08
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2010-09-16 → 2015-02-26
  Wells Fargo Clearing Services, Llc
  Doylestown, PA
  Doylestown, PA

Other Businesses

I*2705302, Entity Type: , Name of OBA: B A. A, Address: Warrington, Pennsylvania, 18976, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01/01/2020, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2023-06-30
• S63 Uniform Securities Agent State Law Examination
  2002-02-11

Other Names

• Bernice J. Antonelli
• Bernice J Antonelli