Bari Scott Venetsky

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

• 03/2006 → Present
  Bank Of America, N.A.
  Morristown, NY
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Previous Registrations

• 2006-04-12 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Morristown, NJ
  Morristown, NJ
  Florham Park, NJ
• 2002-12-16 → 2006-03-24
  Morgan Stanley Dw Inc.
  Westfield, NJ
  Short Hills, NJ
• 1995-03-06 → 2002-06-11
  Lehman Brothers Inc.
  New York, NY

Other Businesses

I*4721273 Entity Type: Fiduciary role Name of OBA: J. F. V. Address: Basking Ridge, New Jersey, 7920 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/16/2026 Number of Hours: 0Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild I*4830268, Entity Type: , Name of OBA: ML EDGE accounts for my sons M and J, Address: Basking Ridge, New Jersey, 07920, Investment Related: N, Position, Title, Association: POA, Employee Start Date: 07/31/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: POA, POA for my son's accounts I*4852268, Entity Type, Name of OBA: MLPF& S CUST FPO M V IRA FBO M V Address: Basking Ridge New Jersey 07920 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/13/2026 No Hours: 0 No Hours during trading: 0 Duties: I*1447252, Entity Type, Name of OBA: M V Address: Staten Island New York 10309 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/22/2023 No Hours: 0 No Hours during trading:0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-16
• S63 Uniform Securities Agent State Law Examination
  1993-06-14

Other Names

• Bari Scott Venetsky