Marcie E Aukerman

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

• 05/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 04/2026 → Present
  Bank Of America, N.A.
  Indianapolis, IN

Other Businesses

I*1724269 Entity Type: Charitable Name of OBA: NJTL of Indianapolis Address:Indianapolis, IN Investment Related:no Position, Title, Association:Board Member Employee Start Date:02/22/2024 No Hours: 2 Monthly No Hours during trading:1 Monthly Duties:NJTL stands for National Junior Tennis League. It promotes tennis to underserved children and teenagers. I will be a board member of this 501 (c)(3) entity. As a board member, I will help with organizing fundraising events - for instance, tennis tournaments and the annual gala.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-22

Other Names

• Marcena E Aukerman
• Marcie E Chambers
• Marcena E Chambers