Melanie Anthoula Anthony

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

• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 08/2016 → 05/2017
  Indiana University
  Bloomington, IN
• 10/2017 → 12/2017
  Grazie Italiano
  Bloomington, IN
• 08/2017 → 02/2018
  Andrew's Catering
  Tallahassee, FL
• 08/2017 → 05/2019
  Florida State Unversity
  Tallahassee, FL
• 06/2018 → 11/2018
  The Auto Club Group
  Dearborn, MI
• 05/2019 → 07/2019
  Unemployed
  Naples, FL
• 05/2017 → 08/2017
  Unemployed
  Naples, FL
• 04/2023 → Present
  Bank Of America N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-06-16

Other Names

• Melanie Anthoula Anthony
• Melanie Anthony