Belinda Dawn Mitchell

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

• 06/2009 → 11/2016
  Morgan Stanley Smith Barney
  Tallahassee, FL
• 11/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tallahassee, FL
• 05/2024 → Present
  Bank Of America N.A.
  Tallahassee, FL
• 04/2007 → 11/2016
  Morgan Stanley & Co., Incorporated
  Tallahassee, FL

Previous Registrations

• 2009-06-01 → 2016-11-07
  Morgan Stanley
  Tallahassee, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Tallahassee, FL
• 2004-10-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Tallahassee, FL
  Tallahassee, FL
• 2004-03-23 → 2004-11-10
  Truist Investment Services, Inc.
  Tallahassee, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-03-15
• S63 Uniform Securities Agent State Law Examination
  2000-09-08

Other Names

• Belinda Cornett
• Belinda Gainey
• Belinda Dawn Goodson
• Belinda Dawn Goodson
• Belinda G. Cornett