Ingrid Elise Anderson

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

• 11/2018 → 04/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 09/2017 → 11/2017
  Mad Taco
  College Station, TX
• 12/2017 → 01/2018
  Autobahn Motorcar Group
  Fort Worth, TX
• 05/2017 → 08/2017
  Autobahn Motorcar Group
  Fort Worth, TX
• 08/2014 → 05/2018
  Texas A&M University
  College Station, TX
• 09/2016 → 12/2016
  University Grenoble Alpes
  Grenoble
• 05/2018 → 11/2018
  Unemployed
  Fort Worth, TX
• 04/2020 → Present
  Fidelity Investments
  Westlake, TX
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Other Businesses

I*: 2439272 Entity Type: For Profit Name of OBA: Meharg Creative LLC Address: Ft Worth, TX 76112 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/01/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: Husband is starting a side business where he plans on using his constructions experience alongside his creative expertise to do renovation work, create art, etc. While the business is mainly his, my name is on the LLC as well.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-17
• S63 Uniform Securities Agent State Law Examination
  2019-02-12

Other Names

• Ingrid E Anderson
• Ingrid Anderson
• Ingrid Elise Anderson