Joseph Ralph Chiarantona

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

• 12/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Elkins Park, PA
• 06/2014 → Present
  Bank Of America, N.A.
  Elkins Park, PA

Previous Registrations

• 2013-07-30 → 2014-01-03
  Morgan Stanley
  Jenkintown, PA

Other Businesses

I*2796303 Entity Type: N/A Name of OBA: N.C. Address:Abington Pennsylvania Investment Related:No Position, Title, Association:Power of Attorney Start Date:07/09/2025 No Hours: 1 Weekly No Hours during trading:1 Duties:Power of Attorney

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-25

Other Names

• Joseph Chiarantona
• Joseph Ralph Chiarantona