Ann Marie Stamm

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

• 06/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntington, WV
• 11/2009 → Present
  Bank Of America, N.A.
  Huntington, WV

Other Businesses

I*1655263 Entity Type: Entity Charitable Name of OBA: Team for WV Children Inc. Address: Huntington, West Virginia, 25701 Investment Related: No Position, Title, Association: Officer Employee Start Date: 02/02/2026 Number of Hours: 8, Monthly Number of Hours during trading: 1, Monthly Duties: TEAM for WV Children is a non-profit organization whose mission is to work with communities and families to promote and advance the well-being of children, making their needs and healthy development a priority. As the president of the executive board, I will lead the TEAM board meetings, Executive Comm meetings, the annual meeting and represent the organization at fundraising functions.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-13

Other Names

• Ann Marie Hooper
• Ann Stamm
• Ann Marie Stamm