Marie A Zahner

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

• 10/2004 → Present
  Bank Of America, N.A.
  Lincoln, RI
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Waltham, MA
  Framingham, MA
  Framingham, MA
  Lincoln, RI
  Newton, MA
• 2002-09-05 → 2004-10-20
  Quick & Reilly, Inc.
  Lincoln, RI

Other Businesses

I*1014251, Name of OBA: Rental Property 1 Address: Hilton Head Island, SC Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 9/29/2022 No Hours: 0 Weekly No Hours during trading: 0 Duties: I*1804311, Entity Type, Name of OBA: Rental Property 2 Address: Bluffton, SC, 29910 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/22/2024 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2001-07-07

Other Names

• Marie Ange Laferte