Margaret Caroline Taylor

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chestnut Hill, MA
• 06/2021 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 03/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
• 08/2021 → 07/2022
  Saint Michael's College
  Colchester, VT
• 05/2019 → 08/2019
  Arena Sports- Magnuson Park
  Seattle, WA
• 05/2019 → 01/2020
  Local 104 Restaurant & Taphouse
  Lake Forest Park, WA
• 06/2018 → 08/2019
  Lisa Dupar Catering Co.
  Redmond, WA
• 06/2017 → 09/2017
  Ostrom's Drug & Gift
  Kenmore, WA
• 08/2018 → 05/2022
  Saint Michael's College
  Colchester, VT
• 06/2014 → 06/2018
  Shorecrest High School
  Shoreline, WA
• 10/2022 → Present
  Bank Of America N.A.
  Chestnut Hill, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-04-19

Other Names

• Maggie Caroline Taylor