Heather B Craig

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

• 09/2009 → Present
  Bank Of America, N.A.
  Lakeland, FL
• 09/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lakeland, FL

Other Businesses

I*4510279Entity Type: Fiduciary roleName of OBA: G. B. Irrev Living TrustAddress: Lakeland, Florida, 33803Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 05/05/2026Number of Hours: 2, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Successor Trustee/Child/Grandchild, Siblings I*4583275 Entity Type: N/A Name of OBA: MRS H B C TTEE J B C TTEE U/A DTD 08/29/2007 Address: Lakeland, Florida, 33803 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/18/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Siblings

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-07
• S63 Uniform Securities Agent State Law Examination
  1998-08-21

Other Names

• Heather Colleen Blubaugh
• Heather Colleen Blubaugh
• Heather Colleen Jefferson