Joseph Anthony Dimauro

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

• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grosse Pointe, MI
• 04/2016 → 03/2017
  Nantucket Multi Manager
  Bloomfield Hills, MI
• 09/2017 → Present
  Bank Of America, N.A.
  Grosse Pointe, MI

Other Businesses

I*469403 For profit or not for profit: Entity Governmental Name of outside business organization: Wayne State University Ilitch School of Business Investment related: No Address of business: Detroit, Michigan, 48202 Position, title, association: Employee Start date of relationship: 8/28/2019 Number of hours devoted: 20 hours Mthly Number of hours devoted during trading hours: 0 Duties: Teaching at WSU - higher education Undergraduate & MBA Finance Courses I*2250272, Entity Type: Fiduciary role Name of OBA: M D, Address: Sterling Heights, Michigan, 48313, Investment Related: No, Position, Title, Association: Conservator, Guardianship Employee State Date: 01-May-2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Conservator, Guardianship / Aunt

Exams

• S66 Uniform Combined State Law Examination
  2017-08-01
• S63 Uniform Securities Agent State Law Examination
  1999-06-25

Other Names

• Joseph Anthony Dimauro
• Joseph Dimauro