Maria C Ondrey

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

• 02/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*3016265, Entity Type: Entity For Profit, Name of OBA: Yoga Alliance via YogaSix St. Johns , Address: St. Augustine, Florida, 32092, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 01/28/2026, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties: Teach yoga classes to yoga students at my neighborhood clubhouse/amenity center via the Bartram Springs CDD.I'm a RYT-200 (Registered Yoga Teacher - 200 hour)

Exams

• S66 Uniform Combined State Law Examination
  2002-03-18
• S63 Uniform Securities Agent State Law Examination
  1999-12-01

Other Names

• Maria Christina Cruz
• Maria C Raftis