Belinda Ann Ibenthal

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

• 06/1999 → Present
  Merrill Lynch
  Houston, TX

Other Businesses

I*2097265, Entity Type: Fiduciary, Name of OBA: D I & B A I U/A DTD 11/08/2024 , Address: Sugar Land, Texas, 77479, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 19-Nov-2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2088268, Entity Type: Fiduciary, Name of OBA: B I L REVOCABLE Trust, Address: Sugar Land, Texas, 77479, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 12-Dec-2024, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-06-19
• S63 Uniform Securities Agent State Law Examination
  2000-06-26