Cameron Lind Markley

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2008-02-08
CT	RA	APPROVED	2004-10-01

TX RA
APPROVED_RES

Since 2008-02-08
CT RA
APPROVED

Since 2004-10-01

Branch Locations

100 Federal St, Boston, MA 02110 • United States

Marshfield, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691	Boston	MA	09/2004	Present
Bank Of America, Na	Boston	MA	12/2009	Present

09/2004 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

Boston, MA
12/2009 → Present

Bank Of America, Na

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-11-03
S63	Uniform Securities Agent State Law Examination	2003-02-14

S65 Uniform Investment Adviser Law Examination

2004-11-03
S63 Uniform Securities Agent State Law Examination

2003-02-14

View on SEC IAPD

Employer firm

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Exams

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