Rachel Malone

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

• 09/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 11/2009 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*2930304 Entity Type: Charitable Name of OBA: Fort Worth lecture society Address: Fort Worth Texas Investment Related: No Position, Title, Association: Board Member Start Date:09/30/2025 No Hours: 25 Yearly No Hours during trading:0 Yearly Duties: To educate members through a series of speakers who give lectures on various topics board member. I am on a committee which will help select the speakers. I*377652 Entity Type: Charitable Name of OBA: Fort Worth Sister Cities International Address: Fort Worth, Texas, 76102 Investment Related: No Position, Title, Association: Board Member, Other Employee Start Date: 01/26/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Purpose is to increase intercultural understanding in our Fort Worth community. I am now on the advisory board. I am invited to board meetings but I play no active role.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-12

Other Names

• Rachel Alma Anderson
• Rachel Alma Parks
• Rachel Alma Malone
• Rachel Anderson Malone