Parker Gray

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

• 07/2020 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 10/2018 → 07/2020
  Ulman Foundation
  Baltimore, MD
• 06/2018 → 10/2018
  Cycling Sports Group
  Wilton, CT
• 09/2014 → 05/2018
  University Of New Hampshire
  Durham, NH
• 09/2017 → 03/2018
  Nike
  Kittery, ME
• 04/2022 → 12/2023
  Baltimore-Washington Financial Advisors, Inc.
  Columbia, MD
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 12/2023 → 05/2024
  Student
  Timonium, MD
• 06/2024 → Present
  Bank Of America, N.A.
  Hunt Valley, MD

Previous Registrations

• 2022-05-11 → 2023-12-14
  Baltimore-Washington Financial Advisors
  Columbia, MD
• 2021-05-12 → 2022-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-06-01
• S66 Uniform Combined State Law Examination
  2021-05-10

Other Names

• Parker Jane Gray