Cynthia L Burt

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

• 01/2020 → 11/2021
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 08/2018 → 01/2020
  Unemployed
  Salt Lake City, UT
• 10/2017 → 07/2018
  American Greetings
  Ramstein
• 01/2017 → 10/2017
  Unempolyed
  Hauptstuhl
• 10/2012 → 01/2017
  Kaiserslutern Landstuhl Spouses Association
  Kaiserslautern
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 09/2014 → 08/2017
  University Of Oklahoma
  Norman, OK

Previous Registrations

• 2020-12-01 → 2021-12-10
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25
• S63 Uniform Securities Agent State Law Examination
  2020-07-13

Other Names

• Cynthia Louise Howard
• Cindy Louise Burt
• Cindy Louise Howard
• Cynthia Louise Burt
• Cynthia Burt