Nancy M Seus

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

• 07/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 11/2011 → Present
  Bank Of America, N.A.
  Florham Park, NJ

Other Businesses

I*133542 For profit or not for profit: Non-Profit Organization Name of outside business organization: Beacon Unitarian Universalist Congregation Investment related: N Address of business: Summit, New Jersey 7901 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 3/2/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I am co-chair of the Stewardship Team who develops the programs and plans for Annual Giving and other fundraising activities for the congregation. I*133535 For profit or not for profit: Non-Profit Organization Name of outside business organization: American Association of University Women Investment related: N Address of business: Randolph, New Jersey 7869 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2020 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am a member of the 5 person scholarship Committee and we select the candidate(s) for an small scholarship each year ranging from $2-5000.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-05

Other Names

• Nancy Marie Seus