Angela P Lewis

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

• 01/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Other Businesses

I*1528271For profit or not for profit: Entity For ProfitName of outside business organization: Angela CraftsInvestment related: NAddress of business: Benbrook, Texas, 76126, United StatesNature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 11/4/2023Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Teaching a crafting class, purchasing supplies for the class and collecting money to cover my costs. I*2191274, Entity Type: Entity For Profit, Name of OBA: Lewis Family Farm, Address: Benbrook, Texas, 76126, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 02/07/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Selling the eggs that our Chickens and quail lay and Meat from Quail

Exams

• S66 Uniform Combined State Law Examination
  2023-01-13

Other Names

• Angela Pearl Holding