Conor Monigal

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

• 09/2017 → 12/2017
  Bank Of America - Merrill Lynch, Pierce, Fenner & Smith Inc.
  Rolling Meadows, IL
• 06/2017 → 08/2017
  Colonial Village Meat Market
  West Chester, PA
• 08/2016 → 12/2016
  Grinnell College Athletics
  Grinnell, IA
• 12/2016 → 12/2016
  Grand Portage Inc.
  Williston, VT
• 08/2013 → 05/2017
  Grinnell College
  Grinnell, IA
• 01/2018 → 07/2019
  Bank Of America - Merrill Lynch, Pierce, Fenner & Smith Inc.
  Rolling Meadows, IL
• 08/2019 → 12/2019
  Bank Of America - Merrill Lynch, Pierce, Fenner & Smith Inc.
  Rolling Meadows, IL
• 01/2020 → 12/2020
  Bank Of America - Merrill Lynch, Pierce, Fenner & Smith Inc.
  Rolling Meadows, IL
• 01/2021 → 06/2022
  Bank Of America - Merrill Lynch, Pierce, Fenner & Smith Inc.
  Rolling Meadows, IL
• 07/2022 → 03/2024
  Citigroup
  Chicago, IL
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2022-07-22 → 2024-03-22
  Citigroup Global Markets Inc.
  Chicago, IL
  Miami, FL
  New York, NY
  Chicago, IL
  New York, NY
• 2018-02-15 → 2022-07-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Cochranville, PA
  Chicago, IL
  Longmont, CO

Other Businesses

I*428344, Entity Type, Entity for Profit, Name of OBA: Rover.com, Address: Chicago, IL, 60618, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 02/16/2018, No Hours: 20hrs/Mo, No Hours during trading: 0, Duties: Rover.com sells pet services provided by people that sign up and present themselves as available for said services. People that want pet services (dog-boarding, house sitting, walking) request you from the mobile app and book thereafter.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-14

Other Names

• Conor Monigal
• Conor James Monigal