Vickie A Curran

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

• 09/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

I*407333 For profit or not for profit: Entity For Profit Name of outside business organization: Curran and Sons Construction Investment related: N Address of business: Ipswich, Massachusetts, 01938, United States Nature of business: Corporation Position, title, association: Other Start date of relationship: 5/6/2020 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: i am just on checking account in case of emergency, cleaning out files, general cleaning of office(bathrooms, floors) I*2323258, Entity Type: Development Corporation Name of OBA: Make wellness, Address: Ipswich, Massachusetts, 01938, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 4/9/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Peptides for health and wellness I have been using.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-06

Other Names

• Vickie A. Walsh
• Vickie Anne Walsh