Amy L Corbitt

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA
• 05/2015 → Present
  Bank Of America, N.A.
  Augusta, GA

Previous Registrations

• 2009-06-01 → 2014-06-02
  Morgan Stanley
  Augusta, GA
• 2006-09-25 → 2009-06-01
  Citigroup Global Markets Inc.
  Augusta, GA
• 2005-11-18 → 2006-09-18
  Morgan Keegan & Company, Llc
  Augusta, GA
• 2003-03-17 → 2005-11-29
  Ubs Financial Services Inc.
  Bethesda, MD

Other Businesses

I*2929266, Entity Type: Entity Charitable, Name of OBA: Augusta Sports Council, Address: Augusta, Georgia, 30901, Investment Related: N, Position, Title, Association: Board Member, Officer, Employee Start Date: 01/01/2026, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties: Secretary - Record executive and board meeting notes and discuss and vote on topics that require board approval and input. To support the many facets of local, national, and international sporting events that contribute to the quality of life and economic development of the central river area.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-17
• S63 Uniform Securities Agent State Law Examination
  2000-11-16

Other Names

• Amy Lynn Hansford
• Amy L Herring
• Amy L Patterson