Maria Christina Klipstine

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

• 08/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Vero Beach, FL

Other Businesses

I*31150 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MARICK BUILDERS, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: VERO BEACH, FLORIDA 32960 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/1/2005 NUMBER OF HOURS DEVOTED: 32 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER/OFFICER I*31151 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SMITH FAMILY FOUNDATION; VERO BEACH, FL INVESTMENT RELATED: N ADDRESS OF BUSINESS: SEBASTIAN, FLORIDA 32958 NATURE OF BUSINESS: OTHER,FOUNDATION POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 8/11/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHARITABLE FOUNDATION PRESIDENT/TREASURER NOT MAKING INVESTMENT DECISIONS I*413040, Entity Type:Entity Charitable, Name of OBA:THE MJ AND ABS FOUNDATION, INC Address:Vero Beach, FL Investment Related: No Position, Title, Association: Officer Employee Start Date:03/20/2015 No Hours: No Hours during trading: Duties:Charitable Foundation President/Treasurer NOT making investment decisions

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-15

Other Names

• Maria Christina Ward