Mary K Huff-Earnest

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

• 07/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ann Arbor, MI
• 07/2011 → Present
  Bank Of America, N.A.
  Ann Arbor, MI

Other Businesses

I*385775 Entity Type: For Profit Name of OBA: Ronald W. Earnest, D.D.S., P.C. = R.W.E., D.D.S., P.C. Address:Brighton Michigan Investment Related:No Position, Title, Association:Other Start Date:08/17/2015 No Hours: 5 Monthly No Hours during trading:0 Monthly Duties:My late husband's dental practice that I'm having to sell/dissolve. I*347746, Entity Type, For ProfitName of OBA:Joyce Lane LLC Address: Brighton,Michigan,48116Investment Related:no Position, Title, Association: OwnerEmployee Start Date:07/01/2012 No Hours: MonthlyNo Hours during trading: 0Duties:Individual condominium personally owned (non-homestead) via LLC and leased to tenants. My responsibility is to serve as Landlord via Michigan Landlord/Tenant Law.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-13

Other Names

• Mary K Soraruf
• Mary K Huff
• Mary Katherine Huff
• Mary Katherine Huff