Mirna Succari

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

• 09/2009 → 10/2016
  Cco Investment Services
  Somerville, MA
• 09/2009 → 08/2021
  Citizens Securities Inc
  Somerville, MA
• 08/2019 → 03/2022
  Clarfeld Financial Advisors, Llc
  Somerville, MA
• 08/2021 → 03/2022
  Citizens Securities, Inc.
  Medford, MA
• 03/2022 → 05/2024
  J.P. Morgan Securities Llc
  Boston, MA
• 03/2022 → 05/2024
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2022-04-19 → 2024-05-15
  J.P. Morgan Securities Llc
  Boston, MA
• 2022-03-08 → 2022-03-14
  Citizens Securities, Inc.
  Medford, MA
  Johnston, RI
• 2019-08-15 → 2022-03-14
  Citizens Private Wealth
  Medford, MA
  Tarrytown, NY
• 2013-04-17 → 2020-01-08
  Citizens Securities, Inc.
  Somerville, MA
  Boston, MA
  Somerville, MA
  Boston, MA
  Medford, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2012-12-21
• S63 Uniform Securities Agent State Law Examination
  2006-12-08

Other Names

• Mirna R. Succari
• Mirna Succari
• Mirna Radwan Succari