Margaret M Palace

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

• 11/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 03/2018 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*: 2533289Entity Type: Fiduciary roleName of OBA: The Palace Family TrustAddress: Downers Grove, IL 60515Investment Related: NoPosition, Title, Association: Trustee Employee Start Date: 6/9/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: Trustee on family trust I*2739283, Entity Type: , Name of OBA: The Palace Family Trust, Address: Downers Grove, Illinois, 60515, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/13/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2007-10-24

Other Names

• Margaret M Sheppard