Marcita Reese

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

• 05/2011 → 11/2017
  Jpmorgan Chase Bank
  South Plainfield, NJ
• 10/2012 → 11/2017
  J.P. Morgan Securities Llc
  South Plainfield, NJ
• 11/2017 → 05/2018
  Santander Securities Llc
  South Amboy, NJ
• 11/2017 → 05/2018
  Santander Bank Na
  South Amboy, NJ
• 06/2018 → 08/2021
  J.P. Morgan Securites, Llc
  South Brunswick, NJ
• 06/2018 → 08/2021
  Jpmorgan Chase Bank, N.A.
  South Brunswick, NJ
• 08/2021 → 08/2022
  Wells Fargo Bank, Na
  Highland Park, NJ
• 08/2021 → 08/2022
  Wells Fargo Clearing Services, Llc
  Highland Park, NJ
• 09/2022 → 11/2022
  Ameriprise Financial Services, Llc
  Orlando, FL
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Iselin, NJ
• 09/2020 → 09/2020
  Factory Direct Enterprises Llc
  Edison, NJ
• 11/2022 → 03/2023
  Unemployed
  N/A, XX
• 05/2023 → Present
  Bank Of America, N.A.
  Iselin, NJ

Previous Registrations

• 2022-10-04 → 2022-11-14
  Ameriprise Financial Services, Llc
  Winter Park, FL
  Metuchen, NJ
• 2021-10-12 → 2022-09-13
  Wells Fargo Clearing Services, Llc
  Highland Park, NJ
  Short Hills, NJ

Other Businesses

I*1235269 , Entity Type, For Profit Name of OBA:M .Bookkeeping LLC Address:Metuchen,New Jersey,08840 Investment Related: no Position, Title, Association: General Partner/Managing Membe Employee Start Date: 03/05/2021 No Hours: o weekly No Hours during trading:0 Duties:This LLC was created to perform bookkeeping services to my close friends and family who are business owners. As of now, I'm not actively providing service to anyone but may do so in the future if the need for them arises. This will not be during regular business hours and won't interfere with my role at Merrill.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-09
• S63 Uniform Securities Agent State Law Examination
  2012-05-21

Other Names

• Marcita C Reese
• Marcita Charnece Reese
• Marcita Reese