Amy Benoit

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

• 09/2021 → 11/2022
  Fidelity Investments
  Westlake, TX
• 02/2016 → 08/2021
  Southern New Hampshire University
  Manchester, NH
• 04/2019 → 12/2020
  Milliman, Inc
  Dallas, TX
• 01/2016 → 01/2019
  Usa Travels (Self-Employed)
  Lubumbashi
• 11/2022 → 09/2023
  Td Ameritrade, Inc
  Westlake, TX
• 11/2022 → 09/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 09/2023 → 09/2024
  Charles Schwab Trust Bank
  Westlake, TX
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 06/2022 → 06/2025
  Southern New Hampshire University
  Manchester, NH
• 12/2017 → 02/2018
  Walmart
  Irving, TX
• 11/2021 → 01/2022
  Amazon
  Hutchins, TX
• 06/2025 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24
• S63 Uniform Securities Agent State Law Examination
  2022-05-12

Other Names

• Amani Bushiri
• Ketsia Amani Bushiri
• Ketsia Bushiri
• Amy James Benoit