Angela Jane Crosher

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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Traverse City, MI
• 03/2006 → Present
  Zc International
  Los Angeles, CA
• 07/2020 → Present
  Bank Of America, N.A.
  Traverse City, MI

Other Businesses

I*431318 For profit or not for profit: Entity For Profit Name of outside business organization: ZC International Inc Investment related: N Address of business: Arcadia, Michigan, 49613 Nature of business: ["S Corporation"] Position, title, association: ["Officer"], Start date of relationship: 3/15/2006 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Art production / Artist and photographer www.zoecrosher.com

Exams

• S66 Uniform Combined State Law Examination
  2020-10-06

Other Names

• Zoe Crosher