Erin Kathleen Moran

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

• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → 08/2018
  The Beach House
  Bay Head, NJ
• 08/2015 → 05/2019
  Gettysburg College
  Gettysburg, PA
• 06/2019 → 08/2019
  Carrie Dunham
  Bay Head, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-09-20

Other Names

• Erin Moran