Rebecca Ann Rossner

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

• 05/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Austin, TX

Other Businesses

I*2886297Entity Type: N/AName of OBA: R.R.Address:Corpus Christi TexasInvestment Related:NoPosition, Title, Association:Power of AttorneyStart Date:09/22/2025No Hours: 2 YearlyNo Hours during trading:0 YearlyDuties:Power of Attorney for Child/Grandchild I*2891268 Entity Type: N/A Name of OBA: MLPF& S CUST FPO R.R.R. IRA FBO R.R.R. Address:Corpus Christi Texas Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/22/2025 No Hours: 2 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-25
• S63 Uniform Securities Agent State Law Examination
  1998-04-03

Other Names

• Rebecca Ann Wilson
• Rebecca Ann Wilson