Malonn Melvin Barnes

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

• 11/2016 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 05/2016 → 11/2016
  Newport Group
  Folsom, CA
• 02/2017 → 01/2024
  Bank Of America, N.A.
  Sacramento, CA
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stockton, CA
• 01/2024 → Present
  Bank Of America, N.A.
  Stockton, CA

Previous Registrations

• 2013-10-24 → 2014-02-14
  Whjr Associates
  Campbell, CA

Other Businesses

I*100562FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PROPERTY RENTALINVESTMENT RELATED: NADDRESS OF BUSINESS: ATLANTA, GEORGIA 30331NATURE OF BUSINESS: OTHER, RENT RECEIVED FOR PROPERTY/ MAINTAIN PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 42675NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RECEIVE RENT FOR OWNED PROPERTY I*1152273For profit or not for profit: Entity For ProfitName of outside business organization: LyftInvestment related: NAddress of business: San Francisco, California, 94107Nature of business: ["Cooperative"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 1/21/2023Number of hours devoted: 8 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , ride-sharing I*2470278, Entity Type: Entity Charitable, Name of OBA: Sacramento Ronald McDonald House, Address: Sacramento, California, 95817, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 06/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Review the organization's procedures for reporting

Exams

• S66 Uniform Combined State Law Examination
  2017-01-09
• S65 Uniform Investment Adviser Law Examination
  2013-10-08
• S63 Uniform Securities Agent State Law Examination
  2004-01-16

Other Names

• Malonn Barnes
• Malonn Rahiem Melvin Barnes