Nathan Paul Mcabee

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

• 04/2010 → 04/2022
  J.P. Morgan Securities Inc.
  Shreveport, LA
• 06/2008 → 04/2022
  Jpmorgan Chase Bank
  Shreveport, LA
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA
• 06/2022 → Present
  Bank Of America, N.A.
  Shreveport, LA

Previous Registrations

• 2010-04-14 → 2022-04-10
  J.P. Morgan Securities Llc
  Shreveport, LA
  Shreveport, LA
  Shreveport, LA
• 2008-06-19 → 2010-04-08
  Chase Investment Services Corp.
  Shreveport, LA
• 2006-03-01 → 2008-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Luis Obispo, CA
  Monroe, LA
• 2005-07-06 → 2006-01-17
  Chase Investment Services Corp.
  W. Monroe, LA
• 2005-03-04 → 2005-07-06
  Banc One Securities Corporation
  Monroe, LA
• 2004-06-17 → 2005-01-25
  Morgan Stanley Dw Inc.
  Paso Robles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-05
• S63 Uniform Securities Agent State Law Examination
  2004-03-04