Mary M Byington

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

• 10/2009 → 09/2018
  Regions Bank
  Orlando, FL
• 01/2016 → 08/2018
  Cetera Investment Services Llc
  St.CLoud, MN
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
• 09/2018 → 02/2022
  United Medical Corporation
  Windermere, FL
• 02/2022 → 09/2022
  Truist
  Orlando, FL

Previous Registrations

• 2009-06-11 → 2009-09-23
  Colonial Asset Management Inc
  Orlando, FL
  Montgomery, AL

Other Businesses

I*3115265 Entity Type: Charitable Name of OBA: Coalition for the Homeless of Central Florida Address: Orlando, Florida, 32801 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/03/2025 Number of Hours: 3, Monthly Number of Hours during trading: 3, Monthly Duties: Mission is to transform the lives of men, women and children by providing crucial programs and services to end their crisis of homelessness. Coalition for the Homeless of Central Florida was formed in 1987 by a group of concerned citizens who noted a growing problem of homelessness in our community. We are a short-term residential shelter with a focus on housing, emergency services, and diversion. We help families and individuals return to stable, permanent homes as quickly as possible. Each day we serve more than 500 men, women and children through our residential programs, as well as more than 100 unsheltered individuals through our community initiatives. Through the support of our community, the Coalition has been able to evolve and adapt to the changing needs – and the changing faces – of the homeless for over three decades. Board member and serve on a fund raising gala committee

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10
• S63 Uniform Securities Agent State Law Examination
  2005-01-03

Other Names

• Mary Michele Henry
• Michele Byington
• Mary M Byington
• Mary Michele Byington