Beth Louise-Szymecki Mcgough

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

• 08/2006 → 05/2024
  Pershing Llc
  Pittsburgh, PA
• 06/2024 → 01/2025
  Northwestern Mutual Investment Services Llc
  Pittsburgh, PA
• 04/2024 → 01/2025
  Kevin Miller
  Pittsburgh, PA
• 01/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensburg, PA
• 11/2000 → 06/2018
  Eat'n Park Hospitality Group, Inc.
  Pittsburgh, PA

Other Businesses

I*: Entity Type: Power of Attorney, Trustee, Executor Name of OBA: JS Address: Pittsburgh, Pennsylvania, 15237, US Investment Related: n Position, Title, Association: Power of Attorney, Trustee Employee Start Date: 01/2025 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-07
• S63 Uniform Securities Agent State Law Examination
  2023-08-18

Other Names

• Beth Louise Goupil
• Beth Louise-Szymecki Goupil
• Beth Louise Szymecki
• Beth L Szymecki
• Beth Mcgough