Nicole Antoinette Mcdonald

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 09/2018 → 07/2020
  Atlantic Services Grouip
  Washington, DC
• 11/2015 → 03/2020
  Hyatt Hotels Corporation
  Washington, DC

Other Businesses

I*3430265 Entity Type: Charitable Name of OBA: Mount Clare Community Council Address: Baltimore, Maryland, 21223 Investment Related: No Position, Title, Association: Officer Employee Start Date: 02/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Host events and activities throughout the year that positively impacts the neighborhood of Mount Clare Baltimore. Assist with activities of the organization like planning clean ups and community meetings. Represent the organization at other Baltimore community groups. I*4521301 Entity Type: Charitable Name of OBA: Howard University Alumni Club of Baltimore Address: Baltimore, Maryland, 21230 Investment Related: No Position, Title, Association: Officer Employee Start Date: 07/01/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: The Howard University Alumni Club of Baltimore (HUACB) is an organization dedicated to continuing the Bison (University) spirit by supporting the Alma Mater and Alumni alike. The Vice President shall preside at meetings of the Members and the Executive Committee when the President is unable to do so and shall have such other responsibilities as may be assigned to the Vice President by the President or by the members. Performs the duties of the president in his/her absence. Executes any other assignment given him/her by the President. Prepares HUAC of Baltimore annual report conferring with the President.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-08

Other Names

• Nicole Mcdonald