Ronald Ernest Colonna

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

• 12/2010 → 12/2021
  Deutsche Bank Securities Inc
  New York, NY
• 11/2010 → 12/2021
  Deutsche Bank Trust Company Americas
  New York, NY
• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2021 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2009-09-21 → 2010-11-12
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
• 2006-12-11 → 2009-09-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ
  New York, NY

Other Businesses

I*1882379 Entity Type: N/A Name of OBA: Glen Rock High School Baseball Association (GRHSBA) Address: Glen Rock, New Jersey, 07452 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 06/19/2024 No Hours: 1 No Hours during trading: 0 Duties: Fund raising for the Glen Rock High School baseball program. My responsilbiities will be to track fund raising progress, deposit checks, and potentially pay invoices on behlaf of the Glen Rock High School Baseball Asscoiation

Exams

• S66 Uniform Combined State Law Examination
  2022-02-10
• S63 Uniform Securities Agent State Law Examination
  2002-02-19

Other Names

• Ronald Ernest Colonna
• Ronald Ernest Colonna
• Ron Colonna