John Zingales

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

• 01/2014 → 11/2017
  Grandfund Investment Group, Llc
  Chagrin Falls, OH
• 03/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
• 11/2017 → 03/2018
  Unemployed
  Chagrin Falls, OH
• 06/2018 → Present
  Bank Of America, N.A.
  Cleveland, OH

Previous Registrations

• 2009-06-01 → 2014-01-13
  Morgan Stanley
  Cleveland, OH
  Cleveland, OH
• 2008-06-03 → 2009-06-01
  Morgan Stanley & Co. Llc
  Cleveland, OH
• 2006-02-21 → 2008-06-23
  Citigroup Global Markets Inc.
  New York, NY
  Cleveland, OH
• 2000-09-21 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2018-07-13
• S63 Uniform Securities Agent State Law Examination
  1987-05-18

Other Names

• John Salvtore Zingales
• John Salvatore Zingales
• John Zingales