Maryann Knight Ekberg

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

• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Boston, MA
• 04/2015 → 06/2017
  Wells Fargo Bank, Na
  Boston, MA
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  Boston, MA
• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2017 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2015-09-02 → 2017-06-09
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Boston, MA
  Minneapolis, MN
• 2009-11-05 → 2010-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
• 2005-02-18 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2016-02-04
• S63 Uniform Securities Agent State Law Examination
  2002-01-04

Other Names

• Maryann Knight Knight
• Maryann Knight Ekberg
• Maryann V. Knight
• Ekberg Maryann Knight
• Maryann V. Knight Ekberg
• Maryann Ekberg