Rae Ellen Schoenberg

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-05-24
MD	RA	APPROVED	2021-05-21

Branch Locations

30 W Patrick St, Frederick, MD 21701 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Martins Foods	Hagerstown	MD	06/2013	04/2017
Spherion/Donna Kaye Personnel	Hagerstown	MD	05/2017	05/2018
Law Offices Of Richard P. Bricken Pa	Fredrick	MD	05/2018	02/2019
Raymond James Financial Services Inc	Hagerstown	MD	02/2019	12/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Frederick	MD	01/2021	Present

06/2013 → 04/2017

Martins Foods

Hagerstown, MD
05/2017 → 05/2018

Spherion/Donna Kaye Personnel

Hagerstown, MD
05/2018 → 02/2019

Law Offices Of Richard P. Bricken Pa

Fredrick, MD
02/2019 → 12/2020

Raymond James Financial Services Inc

Hagerstown, MD
01/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frederick, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-05-20