Noah Mcmasters Provenzano

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

• 03/2016 → 11/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 03/2017 → 11/2022
  Morgan Stanley
  Bloomfield Hills, MI
• 12/2016 → 02/2017
  Unemployed
  Troy, MI
• 11/2022 → Present
  Merrill Lynch
  Saginaw, MI
• 02/2023 → Present
  Bank Of America N.A.
  Saginaw, MI

Previous Registrations

• 2018-07-23 → 2022-11-29
  Morgan Stanley
  Birmingham, MI
  Bloomfield Hills, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-25
• S63 Uniform Securities Agent State Law Examination
  2017-06-16