Anthony Armenise

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

• 09/2020 → 11/2020
  Raymond James Financial Services, Inc.
  Geneva, IL
• 08/2015 → 05/2020
  University Of St. Francis
  Joliet, IL
• 01/2020 → 05/2020
  Northwestern Mutual
  Lombard, IL
• 03/2019 → 01/2020
  University Of St. Francis
  Joliet, IL
• 05/2019 → 07/2019
  Nfi
  Joliet, IL
• 05/2018 → 03/2019
  Dhl
  Elwood, IL
• 07/2018 → 03/2019
  Menards
  Joliet, IL
• 10/2016 → 07/2017
  Jimmy Johns
  Manteno, IL
• 01/2016 → 05/2017
  Kankakee Community
  Kankakee, IL
• 06/2020 → 09/2020
  Raymond James Financial Services Advisors, Inc.
  Geneva, IL
• 01/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 02/2016 → 07/2016
  Kroger
  Bourbonnais, IL
• 06/2021 → Present
  Bank Of America, N.A.
  Rolling Meadows, IL

Previous Registrations

• 2020-09-08 → 2020-12-01
  Raymond James Financial Services Advisors, Inc
  Geneva, IL

Other Businesses

I*3979289 Entity Type: N/A Name of OBA: J A Address: Kankakee, Illinois, 60901 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/11/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2020-09-05

Other Names

• Anthony Joseph Armenise