Josefina Ang

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

• 03/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2009 → Present
  Bank Of America,Na
  New York, NY

Other Businesses

I*499514 For profit or not for profit: Name of outside business organization: JA and PA Investment related: N Address of business: New york, New York, 10019, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/1/2017 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*2030288, Entity Type Fiduciary , Name of OBA: PA Address: New York, New York, 10016 Investment Related: No Position, Title, Association: Executor Employee Start Date: Oct-02-2024 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-15
• S63 Uniform Securities Agent State Law Examination
  1999-08-28

Other Names

• Bea Ang