Rebecca Davis Devereux

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

• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Mongomery, AL
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  Mongomery, AL
• 02/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Montgomery, AL

Previous Registrations

• 2015-11-19 → 2021-02-19
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Montgomery, AL
  Memphis, TN
• 2005-07-14 → 2015-11-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Montgomery, AL
  Montgomery, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-13
• S63 Uniform Securities Agent State Law Examination
  2001-02-26

Other Names

• Rebecca Davos Devereux
• Rebecca D Devereux
• Becky Devereux
• Rebecca Marie Davis