Rebecca Altabe

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

• 07/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2014 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*4624301 Entity Type: Entity Charitable Name of OBA: Congregation Ohr Torah Address: West Orange, New Jersey, 07052 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 40, Yearly Number of Hours during trading: 0, Yearly Duties: Synagogue Board member- meet monthly I*4623282 Entity Type: Entity Charitable Name of OBA: Joseph Kushner Hebrew Academy Address: Livingston, New Jersey, 07039 Investment Related: No Position, Title, Association: Committee Employee Start Date: 09/01/2025 Number of Hours: 15, Yearly Number of Hours during trading: 0, Yearly Duties: Parent Liaison Committee - group that meets quarterly with school administration to share ideas and report back to parents 2 hour meetings in-person quarterly. Texting with other parents to gather questions and report back on answers from administration. No decision making.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-23

Other Names

• Rebecca S Zalkin
• Rebecca Zalkin