Bethany Mathewson Perrotti

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

• 06/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*2750 For profit or not for profit: Entity SRO Name of outside business organization: FINRA Investment related: Y Address of business: New York, New York, 10038 Nature of business: ["Governmental Organization"] Position, title, association: , Start date of relationship: 11/1/2018 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 10 Duties: , FINRA Arbitrator serve as a non-public arbitrator for dispute resol I*1184256 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Jacksonville Beach, Florida, 32250 Nature of business: Position, title, association: Sole owner, Start date of relationship: 2/14/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-17
• S63 Uniform Securities Agent State Law Examination
  1997-08-01

Other Names

• Bethany M Conklin
• Bethany M Mathewson
• Bethany Mathewson Conklin
• Bethany Mathewson
• Bethany D Kennedy
• Bethany M Kennedy
• Bethany D Mathewson