Taylor L Ferry

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

• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2021 → 03/2022
  Dentsu
  New York, NY
• 08/2018 → 05/2021
  Villanova University
  Villanova, PA
• 10/2012 → 05/2021
  Gap Of Employment
  New York, NY
• 03/2026 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*2239336, Entity Type: Entity For Profit, Name of OBA: David Protein, Address: New York, New York, 10012, Investment Related: N, Position, Title, Association: ["Other"], Employee State Date: 03/10/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I am a brand ambassador for David, so i promote their protein bars I*2460269, Entity Type for profit, Name of OBA: Barry's Bootcamp Address: New York, NY 10003 Investment Related: No Position, Title, Association: Class instructor Employee Start Date: 09-May-2025 No Hours: 10-15 Weekly No Hours during trading: 0 Duties:i will be a fitness class trainer / instructor

Exams

• S66 Uniform Combined State Law Examination
  2023-11-14

Other Names

• Taylor Ferry