Corry Stapleton

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

• 01/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2013 → 10/2018
  Glendale Liquors
  Kendall Park, NJ
• 01/2017 → 05/2017
  Rowan University
  Glassboro, NJ
• 10/2018 → 01/2019
  Aerotek
  Pennington, NJ
• 12/2021 → Present
  Bank Of America, N.A.
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-10-22
• S63 Uniform Securities Agent State Law Examination
  2019-07-30