Serge Jean Pierre Coudert

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

• 10/2019 → 09/2023
  Citigroup
  Miami, FL
• 09/2016 → 09/2019
  Unemployed
  Miami, FL
• 11/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2018 → 11/2023
  Harvard University
  Cambridge, MA

Other Businesses

I* 1733296 For profit or not for profit: Entity For Profit Name of outside business organization: Reutii, Inc. Investment related: no Address of business: Miami, Fl, 33131 Nature of business: Corporation Position, title, association: Officer,Director,Owner Start date of relationship: 04/01/2024 Number of hours devoted: 1 weekly Number of hours devoted during trading hours: 0 Duties: My Fiancis starting an online marketplace (e.g., Etsy, Ebay, 1stDibs) which focuses on the sale/donation of architectural salvage materials (e.g. flooring, woods, trees, etc.). Day-to-Day: fiancand her mother will handle 99% of the business. I am essentially a silent partner and will occasionally provide guidance/feedback during weekends or weeknights. I expect ZERO conflict with my full-time job.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-16
• S63 Uniform Securities Agent State Law Examination
  2014-02-10

Other Names

• Serge Coudert
• Serge Jean Pierre Coudert
• Serge Coudert
• Serge J Coudert