Melissa Gina Spangler

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

• 10/2004 → Present
  Bank Of America, N.A.
  Boston, MA
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2006-08-23 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA
  Boston, MA
  New York, NY
  Boston, MA

Other Businesses

I*427880For profit or not for profit: Entity For ProfitName of outside business organization: Pantheon Services LLCInvestment related: NAddress of business: Chicago, Illinois, 60622Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 10/1/2021Number of hours devoted: 20 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Pantheon Service LLC was created as a family partnership to purchase 175 acres of land in Idaho and owns two rental properties in Big Sky, MT. I*5349Name of outside business organization: Rental propertyAddress of business: Holderness, Massachusetts, 01720Nature of business: N Start date of relationship: 7/15/2017Number of hours devoted: 10 hour(s)Number of hours devoted during trading hours: 0 I*5209270, Entity Type: Entity For Profit, Name of OBA: Telemark LLC, Address: Driggs, Idaho, 83422, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 07/31/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Limited responsibilities. Brother is managing the property and I have limited responsibility as a co-owner. Purchasing single family home in Driggs Idaho. Property will be used personally and will eventually be rented.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-22

Other Names

• Missy Gina Pan