Mary Robin Bruce-Helson

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

• 02/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaumont, TX
• 12/2009 → Present
  Bank Of America,Na
  Beaumont, TX

Other Businesses

I*42149 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BRUCE FAMILY PARTNERSHIP INVESTMENT RELATED: N ADDRESS OF BUSINESS: BEAUMONT, TEXAS 77706 NATURE OF BUSINESS: PARTNERSHIP, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, I AM THE GENERAL PARTNER START DATE OF RELATIONSHIP: 40546 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PARNERSHIP OWNS THE MINERAL INTEREST AND REAL ESTATE OF THE ESTATE OF MARY BRUCE. I HAVE NO FORMAL DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-07

Other Names

• Robin Bruce
• Mary Robin Bruce