Maureen Olivia Amritt

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

Other Businesses

I*368474, Entity Type: Entity For Profit, Name of OBA: L D M Financial Services LLC, Address: Lauderdale Lakes, Florida 33309, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 04/23/2016, No Hours: 0, No Hours during trading: 0, Duties: Husband's Tax Preparation Business, wanted to list a family member on his Company. No activate role in business

Exams

• S66 Uniform Combined State Law Examination
  2012-04-17
• S63 Uniform Securities Agent State Law Examination
  2005-11-30