Thomas James Minafra

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

• 08/2023 → 03/2024
  J.P. Morgan Securities Llc
  Thornwood, NY
• 08/2023 → 03/2024
  Jpmorgan Chase Bank, N.A.
  Thornwood, NY
• 03/2022 → 08/2023
  State Farm Insurance
  Pleasantville, NY
• 04/2018 → 04/2023
  Brae Burn Country Club
  Purchase, NY
• 06/2017 → 07/2017
  Archbishop Stepinac High School
  White Plains, NY
• 08/2013 → 05/2017
  Unemployed
  Thornwood, NY
• 08/2017 → 03/2018
  Unemployed
  Thornwood, NY
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2019 → 05/2023
  Pace University
  Pleasantville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-08
• S63 Uniform Securities Agent State Law Examination
  2023-10-03

Other Names

• Thomas James Minafra
• Thomas Minafra