Rory J Mccullough

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

• 06/2021 → 07/2022
  Fidelity Investments
  Merrimack, NH
• 08/2020 → 06/2021
  Providence College
  Providence, RI
• 06/2020 → 08/2020
  Gcg Edge
  Arlington, VA
• 12/2019 → 06/2020
  Providence College
  Providence, RI
• 11/2019 → 12/2019
  Sweet Sneak Studio
  Copenhagen
• 09/2019 → 11/2019
  Elagen.DK
  Copenhagen
• 05/2019 → 09/2019
  Kelly & Associates
  Sparks, MD
• 08/2017 → 05/2019
  Providence College
  Providence, RI
• 05/2013 → 08/2018
  Fallston Swim And Tennis Club
  Fallston, MD
• 08/2013 → 06/2017
  Calvert Hall College High School
  Towson, MD
• 07/2022 → 10/2025
  Citigroup
  Boston, MA
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2022-09-02 → 2025-11-07
  Citigroup Global Markets Inc.
  Boston, MA
  Washington, DC
  Boston, MA
  Greenwich, CT
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-08-29
• S63 Uniform Securities Agent State Law Examination
  2021-10-29

Other Names

• Rory Jacob Mccullough
• Rory Mccullough