Benjamin J Fourquet

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

• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 06/2024 → 07/2024
  Raymond James Investment Management
  St. Petersburg, FL
• 08/2024 → 08/2025
  Georgetown University
  Washington, DC
• 08/2023 → 05/2024
  Georgetown University
  Washington, DC
• 06/2023 → 07/2023
  Raymond James Financial Inc
  St. Petersburg, FL
• 09/2020 → 05/2023
  Georgetown University
  Washington, DC
• 06/2020 → 09/2020
  Merrill Lynch Wealth Management
  Tampa, FL
• 08/2019 → 06/2020
  H.B. Plant High School
  Tampa, FL
• 06/2017 → 07/2019
  Ispypens
  Tampa, FL
• 08/2015 → 05/2017
  Woodrow Wilson Middle School & H.B. Plant High School
  Tampa, FL
• 04/2021 → 05/2021
  Interbay Ventures Llc
  Tampa, FL
• 10/2021 → 10/2021
  The Crisis Center Of Tampa Bay, Inc.
  Tampa, FL
• 09/2025 → Present
  Bank Of America, N.A.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20

Other Names

• Benjamin Jose Fourquet