Sarah F Barber

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

• 10/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, TX

Other Businesses

I*129191 For profit or not for profit: For-Profit Organization Name of outside business organization: Card My Yard Tyler Investment related: N Address of business: Bullard, Texas 75757 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 1/19/2020 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Nature: yard greeting business. Responsibilities and tasks: Manage orders for yard greetings and set up said yard greeting orders in customers yards for various occasions based on order type. Orders are set up & picked up at/after sunset

Exams

• S66 Uniform Combined State Law Examination
  2016-06-11

Other Names

• Sarah Faye Goolsbee