Stephanie Leigh Dobson

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

• 08/2018 → 07/2024
  Jpmorgan Chase Bank Na
  Clayton, MO
• 08/2018 → 07/2024
  Jpmorgan Securities Llc
  Clayton, MO
• 01/2015 → 07/2024
  Inspire Wellness St. Louis
  St. Louis, MO
• 06/2018 → 06/2024
  Beautycounter
  Santa Barbara, CA
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO

Previous Registrations

• 2024-03-09 → 2024-07-31
  J.P. Morgan Securities Llc
  Clayton, MO

Other Businesses

I*,1980275 Entity Type, Charitable Name of OBA:Books for Newborns Address:St. Louis,Missouri,63126 Investment Related:NO Position, Title, Association: Board Member Employee Start Date: 08/28/2024 No Hours: 2 MONTHLY No Hours during trading:0 Duties:Provide books to newborns. I help with fundraising and decision making,

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-09
• S63 Uniform Securities Agent State Law Examination
  2018-11-09

Other Names

• Buffy Mendillo
• Stephanie Leigh Mendillo
• Stephanie Leigh Mendillo
• Stephanie Leigh Dobson
• Stephanie Dobson