Audre J Melsbakas

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

• 10/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2018 → 10/2021
  Bank Of Montreal Private Bank
  Chicago, IL
• 05/2016 → 12/2018
  Unemployed
  Chicago, IL
• 10/2021 → Present
  Bank Of America, Na
  Chicago, IL

Other Businesses

I*2640261, Entity Type: , Name of OBA: J M, Address: Ft. Pierce, Florida, 34949, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/01/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2022-03-25
• S63 Uniform Securities Agent State Law Examination
  1998-03-03

Other Names

• Audre J Melsbakas
• Audi Melsbakas
• Audre Johana Melsbakas
• Audre Johanna Melsbakas
• Audre Melsbakas-Rice