Justin Mark Pierce

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

• 05/2016 → 09/2022
  Charles Schwab & Co., Inc.
  New York City, NY
• 11/2017 → 09/2022
  Charles Schwab Bank
  New York City, NY
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2015 → 12/2018
  Appen Butler Hill
  Tucson, AZ
• 09/2022 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2016-11-04 → 2022-09-29
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Castro Valley, CA
  Pleasanton, CA
  New York, NY
  New York City, NY
  New York City, NY

Exams

• S66 Uniform Combined State Law Examination
  2016-11-04

Other Names

• Justin Mark Pierce
• Justin Pierce