Jeffrey Carmen Cirullo

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

Authority	Category	Status	Date
SD	RA	APPROVED	2017-01-19
MN	RA	APPROVED	2013-11-04
TX	RA	APPROVED_RES	2013-01-23
WI	RA	APPROVED	2012-04-30
ND	RA	APPROVED	2012-04-03

SD RA
APPROVED

Since 2017-01-19
MN RA
APPROVED

Since 2013-11-04
TX RA
APPROVED_RES

Since 2013-01-23
WI RA
APPROVED

Since 2012-04-30
ND RA
APPROVED

Since 2012-04-03

Branch Locations

Stillwater, MN • United States

219 Main St N, Stillwater, MN 55082 • United States

10400 Ne 4Th St Moutain Pacific, Bellevue, WA 98004 • United States

315 Lake St E, Wayzata, MN 55391 • United States

80 S 8Th St, Minneapolis, MN 55402 • United States

51 Broadway N, Fargo, ND 58102 • United States

3508 Oakwood Mall Dr, Eau Claire, WI 54701 • United States

110 S Phillips Ave, Sioux Falls, SD 57104 • 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

Organization	City	State	From	To
Merrill Lynch	Lawrenceville	NJ	07/1998	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lawrenceville	NJ	07/1998	Present

07/1998 → Present

Merrill Lynch

Lawrenceville, NJ
07/1998 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lawrenceville, NJ

Other Businesses

I*2109299, Entity Type: Fiduciary, Name of OBA: C J C, Jr. and J C, Address: Princeton Jct., New Jersey, 08550, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 21-Nov-2024, No Hours: 12 Yearly, No Hours during Trading: 6 Yearly, Duties: POA for parents. I*: 2656263 Entity Type: Fiduciary role Name of OBA: A. M. C. Address: Woodbury, MN 55125 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/07/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: Power of Attorney/Spouse

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-01-14
S63	Uniform Securities Agent State Law Examination	1999-06-21

S66 Uniform Combined State Law Examination

2002-01-14
S63 Uniform Securities Agent State Law Examination

1999-06-21

Other Names

Jeffrey C Cirullo
Jeff Cirullo

View on SEC IAPD