Anne De Louvigny Stone

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

• 05/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2010 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*363126 Entity Type: Entity Charitable Name of OBA: ESSEC BUSINESS SCHOOL ALUMNI ASSOCIATION Address: NEW YORK, New York, 10004 Investment Related: No Position, Title, Association: Officer,Director Employee Start Date: 04/03/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Alumni networking President

Exams

• S66 Uniform Combined State Law Examination
  2000-09-07

Other Names

• Anne De Louvigny
• Anne De Louvigny Stone