Skylar Wine

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

• 01/2021 → 05/2022
  Act Wealth Management, Llc
  Dallas, TX
• 07/2020 → 12/2020
  Northwestern Mutual
  Phoenix, AZ
• 01/2020 → 06/2020
  Triangle Volleyball Club
  Chapel Hill, NC
• 06/2019 → 07/2019
  Channeladviser Corporation
  Chapel Hill, NC
• 07/2019 → 07/2019
  Unc Volleyball Camp
  Chapel Hill, NC
• 01/2019 → 06/2019
  Triangle Volleyball Club
  Chapel Hill, NC
• 07/2018 → 05/2020
  Unc Chapel Hill
  Chapel Hill, NC
• 07/2016 → 06/2018
  University Of The Pacific,
  Stockton, CA
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 08/2022 → 10/2022
  Madewell
  Dallas, TX
• 03/2023 → Present
  Madewell
  Leawood, KS

Previous Registrations

• 2022-03-01 → 2022-05-19
  Act Wealth Management, Llc
  Allen, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-01

Other Names

• Skylar Mackenzie Wine