Stephanie M Zebrowski

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

• 01/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith
  Alexandria, VA
• 06/2011 → Present
  Bank Of America Na
  Vienna, VA

Other Businesses

I*5046272 Entity Type: Fiduciary role Name of OBA: T. N M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07/22/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Executor/Parents I*5048268 Entity Type: Fiduciary role Name of OBA: M. Family Trust u/a dtd 6/26/26 Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 07/22/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Successor Trustee/Parents I*5048269 Entity Type: Fiduciary role Name of OBA: B. L. M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07/22/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Executor/Parents I*5002268 Entity Type: Fiduciary role Name of OBA: T. N M. TOD BENEFICIARIES ON FILE PLEDGED TO ML LENDER Address: Montclair, Virginia, 22126 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: POA/Parents I*5002269 Entity Type: Fiduciary role Name of OBA: T. N M. TOD BENEFICIARIES ON FILE PLEDGED TO ML LENDER Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5002270 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO T. N M. RRA FBO T. N M. Address: Monclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5002271 Entity Type: Fiduciary role Name of OBA: MR T. N M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5003267 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO T. N M. IRA FBO T. N M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5003268 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO B. L M. RRA FBO B. L M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5003269 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO B. L M. IRA FBO B. L M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents

Exams

• S66 Uniform Combined State Law Examination
  2002-05-20

Other Names

• Stephanie Jane Meriwether