Sandra M Grover

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

• 04/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA

Other Businesses

I*: 2611286Entity Type: Fiduciary roleName of OBA: N. Family Trust Address: Wakefield, MA 01880Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/10/2025 Number of Hours: 5 hrs annuallyNumber of Hours during trading: 0 Duties: Power of Attorney/ Parents I*2641260, Entity Type: , Name of OBA: R E N TOD BENEFICIARIES ON FILE , Address: Wakefield, Massachusetts, 01880, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/21/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2642258, Entity Type: , Name of OBA: MLPF& S CUST FPO R E N IRRA FBO R E N, Address: Wakefield, Massachusetts, 01880, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/21/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2642259, Entity Type: , Name of OBA: N Family Trust, Address: Wakefield, Massachusetts, 01880, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/21/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2014-04-11

Other Names

• Sandra Marie Nelson
• Sandra Marie Grover