Linda Jane Burdi

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

• 09/1999 → Present
  Merrill Lynch
  Chicago, IL

Other Businesses

I*: 2580266Entity Type: Fiduciary roleName of OBA: B. Rev living trustAddress: Valparaiso, IN 46385Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 06/27/2025Number of Hours: 3 hrs annuallyNumber of Hours during trading: 0Duties: Co-Trustee for self, spouse I*4258265, Entity Type: , Name of OBA: P J B IRA, Address: valparaiso, IN, 46385, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 10/30/2023, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2001-04-09

Other Names

• Linda Jane Rawlings