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Kerri Ann Biondo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Riverhead, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-11
NY RA APPROVED 2021-04-19
CT RA APPROVED 2019-01-09
  • TX RA
    APPROVED_RES
    Since 2022-08-11
  • NY RA
    APPROVED
    Since 2021-04-19
  • CT RA
    APPROVED
    Since 2019-01-09

Branch Locations

450 Old Country Rd, Riverhead, NY 11901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Optum / Cablevision - Altice Usa Jericho NY 08/2015 01/2017
David Lerner Associates Syosset NY 02/2017 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 10/2018 Present
David Lerner Associates Syosset NY 02/2018 09/2018
Unemployed Lynbrook NY 05/2017 02/2018
  • 08/2015 → 01/2017
    Optum / Cablevision - Altice Usa
    Jericho, NY
  • 02/2017 → 05/2017
    David Lerner Associates
    Syosset, NY
  • 10/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Melville, NY
  • 02/2018 → 09/2018
    David Lerner Associates
    Syosset, NY
  • 05/2017 → 02/2018
    Unemployed
    Lynbrook, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-08
S63 Uniform Securities Agent State Law Examination 2018-05-16
  • S66 Uniform Combined State Law Examination
    2019-01-08
  • S63 Uniform Securities Agent State Law Examination
    2018-05-16
Other Names
  • Kerri A Biondo
  • Kerri Ann Biondo
  • Kerri Biondo

View on SEC IAPD

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FRANK STEVEN MARINACE
LAURA ANNE FENNELL

Other Offices

MORGAN STANLEY · RIVERHEAD, NY
EAST END FINANCIAL GROUP, INC. · RIVERHEAD, NY
OSAIC WEALTH, INC. · RIVERHEAD, NY
J.P. MORGAN SECURITIES LLC · RIVERHEAD, NY
SPRUCE POINT CAPITAL MANAGEMENT, LLC · RIVERHEAD, NY
LPL FINANCIAL LLC · RIVERHEAD, NY
PECONIC ASSET PLANNING · RIVERHEAD, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RIVERHEAD, NY

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