Anthony Mesi

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

• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2022 → 01/2026
  Northern Trust
  Chicago, IL
• 08/2021 → 05/2022
  University Of Miami
  Miami, FL
• 05/2021 → 08/2021
  Ubs
  Chicago, IL
• 08/2020 → 05/2021
  University Of Miami
  Miami, FL
• 05/2020 → 08/2020
  Chicago Electric Boat Company
  Chicago, IL
• 08/2019 → 05/2020
  University Of Miami
  Miami, FL
• 05/2019 → 08/2019
  Chicago Electric Boat Company
  Chicago, IL
• 08/2018 → 05/2019
  University Of Miami
  Miami, IL
• 05/2018 → 08/2018
  Chicago Electric Boat Company
  Chicago, IL
• 08/2014 → 05/2018
  Saint Viator Highschool
  Arlington Heights, IL
• 03/2026 → Present
  Bank Of America, N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-01

Other Names

• Anthony Michael Mesi