Amelia E Prounis

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

• 05/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*135734 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Browning School Investment related: N Address of business: New York, New York 10065 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/29/2021 Number of hours devoted: 4 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Privat School Annual Fund appeal. Reach out to @ 8 parents to support fund I*122234 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Chapin School Investment related: N Address of business: New York, New York 10028 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 4/4/2019 Number of hours devoted: 3 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: High Class Officer I*123783 For profit or not for profit: For-Profit Organization Name of outside business organization: The Colony Club Investment related: Y Address of business: New York, New York 10065 Nature of business: Corporation, Position, title, association: Committee Member, Start date of relationship: 5/1/2019 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Finance committee - Informal adhoc committee that reviews club investments managed by outside manger I*134442 For profit or not for profit: Non-Profit Organization Name of outside business organization: Black Rock Forest Consortium Investment related: N Address of business: New York, New York 12518 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 10/30/2020 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: On a committee to create awareness about the Forest/ scientific field station. Have been asked to be co-head of committee. I*134441 For profit or not for profit: Non-Profit Organization Name of outside business organization: Columbia University Investment related: N Address of business: New York, New York 10027 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 10/30/2020 Number of hours devoted: 3 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Parents Leadership Council. I'm on a committee that meets 2x a year.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-29
• S63 Uniform Securities Agent State Law Examination
  1988-07-19

Other Names

• Amelia E Prounis
• Amelia Estelle Prounis