Mark Joseph Minutolo

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

• 04/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 06/2017 → 04/2018
  Severance/Unemployed
  Dumont, NJ
• 07/1998 → 06/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2012-02-21 → 2017-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ
  New York, NY
  New York, NY
  Short Hills, NJ
  Jersey City, NJ
  New York, NY
  New York, NY
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-02-17
• S63 Uniform Securities Agent State Law Examination
  1999-11-26

Other Names

• Mark J Minutolo
• Mark Joseph Minutolo
• Mark Minutolo