Kharmia Delemos Powell

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

• 11/2001 → Present
  Merrill Lynch Pierce Fenner & Smith, Inc.
  Newark, NJ
• 07/2011 → Present
  Bank Of America, N.A.
  Princeton, NJ

Other Businesses

I*2032269, Entity Type Fiduciary, Name of OBA: BMP Address: Trenton, New Jersey, 08618 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 03-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2002-05-06

Other Names

• Kharmia Delemos
• Kharmia Delemos Lomax
• Dawn Carmia Delemos