Monica Salama

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

• 06/2015 → 10/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 06/2015 → 10/2016
  Bank Of America, N.A.
  Pennington, NJ
• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Previous Registrations

• 2015-10-15 → 2022-04-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Pennington, NJ

Other Businesses

I*4680348, Entity Type: Entity For Profit, Name of OBA: Most Valuable Bridesmaid, Address: Staten Island, New Jersey, 10312, Investment Related: N, Position, Title, Association: ["Employee"], Employee Start Date: 07/18/2026, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: attend weddings as a lead point of contact for wedding party, vendors, etc. support setup and event logistics.Day of Coordination for weddings

Exams

• S66 Uniform Combined State Law Examination
  2015-10-14

Other Names

• Monica Salama
• Monica Z Salama
• Monica Zarif Salama