Calvin John Klemmer

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

• 08/2014 → 05/2018
  Suny Geneseo
  Geneseo, NY
• 05/2016 → 09/2016
  Harvest Hill Golf Center
  Orchard Park, NY
• 05/2017 → 06/2017
  Michael'S Restaurant
  East Hampton, NY
• 06/2017 → 09/2017
  Cove Hollow Tavern
  East Hampton, NY
• 05/2017 → 09/2017
  Douglas Elliman Real Estate
  East Hampton, NY
• 01/2017 → 05/2018
  Compass Financial Group
  Rochester, NY
• 04/2018 → 11/2018
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 12/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Batavia, NY
• 05/2018 → 11/2018
  Novem Group
  Rochester, NY
• 08/2014 → 05/2018
  State University Of New York College At Geneseo
  Geneseo, NY

Previous Registrations

• 2018-03-24 → 2018-12-04
  Novem Group
  Rochester, NY

Other Businesses

I*: 2976276 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Batavia, NY 14020 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/01/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Sole owner of rental property

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-12-28
• S65 Uniform Investment Adviser Law Examination
  2018-03-24

Other Names

• Calvin Klemmer
• Calvin John Klemmer