Best Investors Account Sign in
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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2014-10-27
TX RA APPROVED_RES 2013-10-17
NJ RA APPROVED 2010-12-15
  • DE RA
    APPROVED
    Since 2014-10-27
  • TX RA
    APPROVED_RES
    Since 2013-10-17
  • NJ RA
    APPROVED
    Since 2010-12-15

Branch Locations

2951 Centerville Rd, Wilmington, DE 19808 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 06/2009 Present
Bank Of America, N. A. Wilmington DE 08/2019 Present
Previous Registrations
  • 2004-10-20 → 2009-04-28
    Banc Of America Investment Services, Inc.
    Brunswick, GA
    Princeton, NJ
    Princeton, NJ
    Jacksonville, FL
    Jacksonville, FL
  • 2004-07-22 → 2004-10-20
    Quick & Reilly, Inc.
    Princeton, NJ
  • 2002-06-28 → 2004-07-23
    Princeton, NJ
Other Businesses

I*2026464, Entity Type, Entity Charitable, Name of OBA: Moorestown Youth Football Association High School Boosters, Address: Moorestown, NJ, 08057, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 09/30/2024, No Hours: 4hrs/Mo, No Hours during trading: 0, Duties: Freshman parent board rep. .I*424590, Entity Type: Entity For Profit, Name of OBA: Unable Records, LLC, Address: Moorestown, New Jersey 08057, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 10/23/2015, No Hours: 6, No Hours during trading: 0, Duties: operations of small record label I*2028263, Entity Type: Entity Charitable, Name of OBA: Friends of the Moorestown Library, Address: Moorestown, New Jersey, 08057, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 09/30/2024, No Hours: 6 Monthly, No Hours during Trading: 0 Monthly, Duties: Planning, coordinating and facilitating special events for the local library. I*: 2439275 Entity Type: Charitable Name of OBA: Emergency Ready Project, Inc. Address: Moorestown, NJ 08057 Investment Related: No Position, Title, Association: Officer Employee Start Date: 04/16/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: -This is a new 501c3 being set up to help my minor son create a non-profit. I will be one of 5 board members, and anticipate being voted in as President, until my son turns age 18 (on 1/28/2026) and takes over, as minors are not able to sit on boards of a 501c3. The non-profit seeks to reach under-served communities gain access to life-saving education, training and supplies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-21
  • S66 Uniform Combined State Law Examination
    2001-12-21
Other Names
  • Amanda Probasco
  • Amanda Jane Probasco Price
  • Amanda Jane Price
  • Amanda Ransom
  • Amanda P Ransom
  • Amanda J. Price-Ransom
  • Amanda J. Price Ransom
  • Amanda Jane Probasco Price
  • Amanda Price Ransom
  • Amanda Jane Price
  • Amanda Jane Probasco Price Ransom

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Wilmington, DE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor