# MERRILL LYNCH BANK & TRUST CO., FSB

MERRILL LYNCH BANK & TRUST CO., FSB of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 108469
- Type: SEC-registered investment adviser
- SEC file number: 801-55309
- Location: 4 WORLD FINANCIAL CENTER, 250 VESEY STREET, NEW YORK, NY, 10080
- Phone: 212-449-9448
- Latest filing: 2006-11-07
- Regulatory AUM: $14.8B
- Discretionary AUM: $14.6B
- Non-discretionary AUM: $177.4M
- Clients: 251
- Accounts: 13,648

## Officers, owners & control persons (53)

_Showing 25 of 53 people._

| Name | Role | Location |
| --- | --- | --- |
| BRENNAN JAMES EDWARD | CHIEF MORTGAGE PORTFOLIO OFFICER | — |
| DRUKER CONRAD LOUIS | DIRECTOR | — |
| WILLOUGHBY JAY LYNN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, TRUST DIVISION | — |
| COWAN MICHAEL R | DIRECTOR | — |
| EMERSON WILLIAM ALLEN | DIRECTOR; TRUST COMMITTEE MEMBER | — |
| GALLAGHER DONALD R | CHIEF FINANCIAL OFFICER | — |
| GRAY SEAN | CHIEF COMPLIANCE OFFICER | — |
| GRAHAM ROBERT E | DIRECTOR; TRUST COMMITTEE MEMBER | — |
| HEILMANN CHRISTIAN G | CHAIRMAN & CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, TRUST DIVISION; PRESIDENT (+2 more) | — |
| CASALE DENNIS R | DIRECTOR; TRUST COMMITTEE MEMBER | — |
| FRY ROBERT PAUL | DIRECTOR; DIRECTOR & DIRECTOR OF INVESTMENTS; DIRECTOR OF INVESTMENTS (+1 more) | — |
| BACKER MICHAEL | DIRECTOR; TRUST COMMITTEE MEMBER | — |
| SCALABRIN PATRICIA | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER, PRIVATE WEALTH & CLIENT RELATIONS, DIRECTOR OF INVESTMENTS; CHIEF ADMINISTRATIVE OFFICER, TRUST DIVISION | — |
| BOZEK JOAN LESLIE | DIRECTOR OF INVESTMENT; DIRECTOR OF INVESTMENT & INVESTMENT OVERSIGHT; DIRECTOR OF RISK MANAGEMENT & INVESTMENT OVERSIGHT (+1 more) | — |
| SWEENEY THOMAS JOSEPH | MANAGING DIRECTOR OF THE TRUST, ESTATE, PHILANTHROPIC PLANNING AND FAMILY OFFICE SERVICES | — |
| THOMPSON JOHN MICHAEL | DIRECTOR; TRUST COMMITTEE MEMBER | — |
| BROWN KATHLEEN C | DIRECTOR OF PRODUCT DEVELOPMENT; DIRECTOR OF PRODUCT DEVELOPMENT, TRUST DIVISION | — |
| LINDENBAUM BARRY J | SENIOR OPERATIONS MANAGER; SENIOR OPERATIONS MANAGER, TRUST DIVISION | — |
| MARANTZ SCOTT DAVID | DIRECTOR OF INVESTMENTS | — |
| TRIBIANO RICHARD J | NATIONAL SALES MANAGER | — |
| DADAKIS JOHN | DIRECTOR; TRUST COMMITTEE MEMBER | — |
| KINGHORN DUANE ALAN | OPERATIONS MANAGER; SR. OPERATIONS MANAGER | — |
| BOTTE MICHAEL DENNIS | DIRECTOR | — |
| NAKADI RAJESH MOHAN | EXECUTIVE VICE PRESIDENT | — |
| CLARK ERNEST LEE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108469/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108469/similar
- Related entities: https://search.stillhousedata.com/firm/108469/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108469

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.