Best Investors Account Sign in

Emily S Hepburn

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA

Haddonfield, NJ

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-12-14
TX RA APPROVED_RES 2013-01-10
PA RA APPROVED 2011-01-12
CT RA APPROVED 2009-11-10
  • NJ RA
    APPROVED
    Since 2020-12-14
  • TX RA
    APPROVED_RES
    Since 2013-01-10
  • PA RA
    APPROVED
    Since 2011-01-12
  • CT RA
    APPROVED
    Since 2009-11-10

Branch Locations

1600 Jfk Blvd, Philadelphia, PA 19103 • United States

Haddonfield, NJ • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Boston MA 08/2009 Present
Bank Of America, Na Boston MA 12/2009 Present
  • 08/2009 → Present
    Merrill Lynch
    Boston, MA
  • 12/2009 → Present
    Bank Of America, Na
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-09
  • S66 Uniform Combined State Law Examination
    2009-11-09
Other Names
  • Emily Marie Saari
  • Emily M Saari

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor