Melanie Lauren Powell

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
NJ	RA	APPROVED	2016-01-28
CT	RA	APPROVED	2011-02-10
TX	RA	APPROVED_RES	2011-01-14

NY RA
APPROVED

Since 2021-04-19
NJ RA
APPROVED

Since 2016-01-28
CT RA
APPROVED

Since 2011-02-10
TX RA
APPROVED_RES

Since 2011-01-14

Branch Locations

Piermont, NY • United States

2 Crosfield Ave, West Nyack, NY 10994 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bank Of America,Na	West Nyack	NY	11/2010	Present

11/2010 → Present

Bank Of America,Na

West Nyack, NY

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CLARSKTOWN CENTRAL SCHOOL INVESTMENT RELATED: NO ADDRESS OF BUSINESS: NEW CITY, NEW YORK 10956 POSITION, TITLE, ASSOCIATION: TEACHER START DATE OF RELATIONSHIP: 3/17/2014 NUMBER OF HOURS DEVOTED: 4 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACHER I*57613 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CLARKSTOWN ADULT EDUCATIONINVESTMENT RELATED: YES ADDRESS OF BUSINESS: FELIX FESTA JR HIGH, PARROTT ROADWEST NYACK, NEW YORK 10994 POSITION, TITLE, ASSOCIATION: OTHER, TEACHER START DATE OF RELATIONSHIP: 10/16/2012 NUMBER OF HOURS DEVOTED: 2 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACHING I*: 505080 Entity Type: Rental Property: Name of outside business organization: Maravista Investment related: No Address of business: Teaticket, MA 02536 Position, title, association: Sole owner Start date of relationship: 1/4/2021 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Owner of rental property I*2254282, Entity Type: Rental Property Name of OBA: Rental Property 1, Address: Piermont, New York, 10968, Investment Related: No, Position, Title, Association: Sole owner, Employee State Date: 06/01/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Owner of rental property :

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-04
S63	Uniform Securities Agent State Law Examination	2008-05-14

S66 Uniform Combined State Law Examination

2011-02-04
S63 Uniform Securities Agent State Law Examination

2008-05-14

Other Names

Melanie Powell

View on SEC IAPD