Shannon Teresa Martin

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 12/2009 → Present
  Bank Of America, N.A.
  Fort Lauderdale, FL

Previous Registrations

• 2008-09-09 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Pembroke Pines, FL
  Fort Lauderdale, FL
• 2008-02-05 → 2008-09-08
  Countrywide Investment Services, Inc.
  Weston, FL
  Surfside, FL
  Coral Gables, FL
  Fort Lauderdale, FL
  Pembroke Pines, FL
• 2003-09-23 → 2006-10-30
  Valic Financial Advisors, Inc.
  Pompano Beach, FL
  Pompano Beach, FL

Other Businesses

I*: 2969296 Entity Type: Fiduciary role Name of OBA: P. and S. W. Rev. Trust Address: Boynton Beach, FL 33472 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 10/7/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/ parents

Exams

• S66 Uniform Combined State Law Examination
  2003-09-15

Other Names

• Shannon Teresa Young