Felice Phillip Vincent Chillemi

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

• 08/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lisle, IL
• 06/2016 → 06/2017
  Unemployed
  Naperville, IL
• 11/2017 → Present
  Bank Of America, N.A.
  Lisle, IL

Other Businesses

I*462289 For profit or not for profit: Entity For Profit Name of outside business organization: Femina Inc. Investment related: Y Address of business: Naperville, Illinois, 60540 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/1/2013 Number of hours devoted: 0.33 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Real Estate - Property Holdings Landlord - co-ownership with wife

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06

Other Names

• Phil Chillemi
• Phillip V Chillemi
• Felice Chillemi