Courtney A Duncan

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

• 04/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dover, DE
• 01/2018 → Present
  Bank Of America, N.A.
  Dover, DE

Other Businesses

I*406674, Entity Type: Entity Charitable, Name of OBA: CenDel Foundation, Address: Dover, Delaware, 19904, Investment Related: N, Position, Title, Association: ["Board Member","Officer"], Employee Start Date: 07/01/2026, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties: As President: run board meetings, bring awareness to the organization, help grow philanthropic giving in central DE. philanthropic giving in central DE

Exams

• S66 Uniform Combined State Law Examination
  2015-08-19

Other Names

• Courtney A Connell
• Courtney Amber Connell