Stefhanie M Beard

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

• 10/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 10/2005 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated
  Grand Rapids, MI

Other Businesses

I*131684 For profit or not for profit: Non-Profit Organization Name of outside business organization: Open Books Investment related: Address of business: Chicago, Illinois 60661 Nature of business: Charitable Organization, Compensation for Activity: Position, title, association: Advisory Board Member, Start date of relationship: 7/7/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: associate board educate people about mission of open books fundraising

Exams

• S66 Uniform Combined State Law Examination
  2010-06-18

Other Names

• Stephanie M Berends
• Stefhanie M Berends