Amanda N Ross

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

• 06/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westborough, MA

Previous Registrations

• 2005-01-16 → 2007-06-29
  Strategic Advisers Llc
  Marlborough, MA
• 2002-09-03 → 2003-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley, MA

Other Businesses

I*510095For profit or not for profit: Entity For ProfitName of outside business organization: Trustees of Boston UniversityInvestment related: NAddress of business: Boston, Massachusetts, 02215Nature of business: ["Corporation"]Position, title, association: ["Other"], Start date of relationship: 8/23/2021Number of hours devoted: 3 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Adjunct faculty, This is a graduate school. I will be teaching one course a semester to the MBA students as an adjunct faculty member in the Management Department.I* 1048275 Entity Type, Entity Governmental Name of OBA: Boston Chamber of Commerce Address: Boston, Massachusetts, 02110 Investment Related: no Position, Title, Association: Board Member Employee Start Date: 10/03/2022 No Hours: 1hr/wk No Hours during trading: 1hr/wk Duties: Womens Network Advisory Board - event planning, leadership and development strategy for female chamber members/business owners.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-17

Other Names

• Amanda N. Lasher
• Amanda N Lasher