Liam L Mccarthy

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

• 08/2021 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winchester, MA
• 08/2021 → 11/2022
  Bank Of America N.A.
  Winchester, MA
• 07/2018 → 05/2021
  Wayfair Llc
  Boston, MA
• 02/2017 → 12/2017
  Brookline Bank
  Boston, MA
• 05/2016 → 10/2016
  Bright Horizons
  Watertown, MA
• 11/2016 → 12/2016
  Beacon Hill Staffing Llc
  Boston, MA
• 05/2018 → 06/2018
  Akelius Real Estate Management Llc
  Boston, MA
• 01/2018 → 04/2018
  Bay State Search Llc
  Boston, MA
• 12/2022 → 12/2022
  Unemployed
  Brookline, MA
• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 01/2023 → Present
  Bank Of America N.A.
  Boston, MA

Previous Registrations

• 2021-11-08 → 2022-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winchester, MA
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-05
• S63 Uniform Securities Agent State Law Examination
  2020-07-06