Madison A Faulis

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

• 06/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smithincorporated
  Las Vegas, NV
• 12/2022 → Present
  Bank Of America, N.A.
  Las Vegas, NV

Other Businesses

I*2479258, Entity Type: Entity Charitable, Name of OBA: Philanthropy Leadership Summit Advisory Committee, Address: Las Vegas, Nevada, 89125, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 05/20/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Advise on guest speakers, agenda, etc

Exams

• S66 Uniform Combined State Law Examination
  2022-11-02