Meghan M Shulfer

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

• 04/2016 → 10/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 10/2016 → 02/2018
  Jpmorgan Chase Bank Na
  Chicago, IL
• 10/2016 → 02/2018
  Jpmorgan Securities Llc
  Chicago, IL
• 02/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2020 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2016-09-21 → 2016-10-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2018-05-14
• S63 Uniform Securities Agent State Law Examination
  2013-02-25

Other Names

• Meghan Marotta
• Meghan Lynne Marotta
• Meghan Lynne Marotta