Best Investors Account Sign in
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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED 2018-10-12
CT RA APPROVED 2018-08-06
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED
    Since 2018-10-12
  • CT RA
    APPROVED
    Since 2018-08-06

Branch Locations

810 Main St, New Rochelle, NY 10801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 05/2018 Present
Bank Of America, N.A. White Plains NY 05/2018 Present
Unemployed Chevy Chase MD 09/2017 05/2018
Consigli Construction Co. Washington D.C. DC 01/2017 09/2017
Tesla Inc. Bethesda MD 01/2016 01/2017
University Of Maryland College Park MD 01/2013 01/2017
  • 05/2018 → Present
    White Plains, NY
  • 05/2018 → Present
    Bank Of America, N.A.
    White Plains, NY
  • 09/2017 → 05/2018
    Unemployed
    Chevy Chase, MD
  • 01/2017 → 09/2017
    Consigli Construction Co.
    Washington D.C., DC
  • 01/2016 → 01/2017
    Tesla Inc.
    Bethesda, MD
  • 01/2013 → 01/2017
    University Of Maryland
    College Park, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2018-08-03
Other Names
  • Ghedalia Gold Pastor

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New Rochelle, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor