Renelle Leigh Herndon

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

• 01/2001 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia , SC

Previous Registrations

• 2003-02-24 → 2004-02-18
  Ubs Financial Services Inc.
  Columbia, SC

Other Businesses

I*4351266, Entity Type: , Name of OBA: MLPF& S CUST FPO J N G IRA FBO J N G , Address: Tryon, North Carolina, 28782, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/08/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4351267, Entity Type: , Name of OBA: J N G TOD BENEFICIARIES ON FILE , Address: Tryon, North Carolina, 28782, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/08/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2002-04-22

Other Names

• Renelle L Kelly
• Renelle Leigh Newton
• Renelle Leigh Kelly