Stephanie Marie Cronin

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

• 12/2018 → 08/2024
  Citibank
  New York, NY
• 08/2018 → 12/2018
  Bank Of America
  New York, NY
• 02/2016 → 07/2018
  Citibank
  New York, NY
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Previous Registrations

• 2023-10-31 → 2024-08-28
  Citigroup Global Markets Inc.
  New York, NY
  Short Hills, NJ
  Greenwich, CT
  Highland Lakes, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-10-31
• S63 Uniform Securities Agent State Law Examination
  2022-01-28

Other Names

• Stephanie Cronin
• Stephanie M Cronin