Stephanie Hill Davis

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

• 04/2009 → 05/2017
  First Citizens Investor Services
  Raleigh, NC
• 05/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilson, NC

Other Businesses

AVON 777 THIRD AVE NEW YORK, NY 10017 NON INVESTMENT RELATED NATURE OF BUSINESS: SELLING AVON PRODUCTS BY CATALOG. TITLE: SALES REP METHOD OF COMP: PERCENTAGE OF SALES DUTIES: SUPPLYING PROSPECTIVE CLIENTS WITH A CATALOG START DATE: ASAP 15 HRS/WEEK; ZERO DURING TRADING HOURS. I*406818, Entity Type: Entity For Profit, Name of OBA: Avon Products Inc, Address: New York, New York 10017, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/04/2015, No Hours: 0, No Hours during trading: 0, Duties: Selling Avon beauty products

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-29
• S63 Uniform Securities Agent State Law Examination
  2000-12-06

Other Names

• Stephanie Ann Hill
• Stephanie Ann Hill
• Stephanie Ann Davis
• Stephanie Ann Davis
• Stephanie Hill Davis
• Stephanie Davis