Deborah Anne Watts

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

• 06/1987 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA

Other Businesses

I*395819 Entity Type: CharitableName of OBA: Friends of the Sterling LibraryAddress:Sterling, VA, 20164Investment Related:No + no payPosition, Title, Association:Board MemberEmployee Start Date:02/07/2024 No Hours: 2 Monthly No Hours during trading:0 Duties: monthly board meetings, work at book sales, To support the Library patrons and its staff in providing funds for services and support. I*108924FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CREATIVE MEMORIESINVESTMENT RELATED: NADDRESS OF BUSINESS:ST CLOUD, MINNESOTA 56301NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 9/22/2017NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CREATIVE MEMORIES IS A SCRAPBOOKING COMPANY, I WILL BE AN ADVISOR WHICH SELLS SCRAPBOOKING SUPPLIES TO OTHER SCRAPBOOKERS

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-08
• S63 Uniform Securities Agent State Law Examination
  1989-09-27

Other Names

• Deborah Anne Miller