Chelsea L Mayfield

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-01-24
ME	RA	APPROVED	2021-08-18
TX	RA	APPROVED	2017-11-13
DE	RA	APPROVED	2017-11-07

Branch Locations

900 Elm St, Manchester, NH 03101 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dover	DE	05/2016	Present
Jimmy's Grille	Dewey Beach	DE	05/2014	10/2016

05/2016 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dover, DE
05/2014 → 10/2016

Jimmy's Grille

Dewey Beach, DE

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-06