Margaret Walsh

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-02-10

Branch Locations

525 Washington Blvd Investment Solutions Group, Jersey City, NJ 07310 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	10/2020	Present
University Of Notre Dame	Notre Dame	IN	08/2014	05/2018
University Of Montana	Missoula	MT	08/2018	05/2020
Unemployed	West Windsor	NJ	05/2020	10/2020

10/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2014 → 05/2018

University Of Notre Dame

Notre Dame, IN
08/2018 → 05/2020

University Of Montana

Missoula, MT
05/2020 → 10/2020

Unemployed

West Windsor, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-07