Sara L Simoneaux

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

• 04/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 09/2008 → 04/2021
  Beard Construction Group, Llc
  Port Allen, LA
• 02/2021 → 06/2021
  Bultra Restaurant Group
  Baton Rouge, LA

Other Businesses

Bultra Restaurant Group, LLC - marketing consultant since 4/2020. My spouse in the owner operator of a Walk-On's franchise. We joined the LLC and acquired 16% ownership in 7/2020. I handle social media an graphic design. Approximately 5 hours/week - 20 hours/month. 0 hours during trading hours. All social media posts are scheduled on Sunday's to post during the week. I*3097288 Entity Type: For Profit, Publicly Traded Name of OBA:Doordash Address:San Francisco California Investment Related:No Position, Title, Association:Consultant/Independent Contractor Start Date:11/01/2025 No Hours: 8 Weekly No Hours during trading:0 Weekly Duties:food delivery service

Exams

• S66 Uniform Combined State Law Examination
  2021-11-12

Other Names

• Sara Gatlin
• Sara L Simoneaux