Mechele Ann Leonard

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

• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
• 01/2005 → 10/2018
  Bank Of America
  Sarasota, FL
• 02/2019 → Present
  Geier's Sausage Market
  Sarasota, FL
• 10/2018 → 02/2019
  Unemployed
  Sarasota, FL
• 06/2019 → Present
  Bank Of America, N.A.
  Sarasota, FL

Other Businesses

I*128098 For-Profit Organization Name: Mary Kay Investment related: N Address: Sarasota, Florida 34239 Nature of business: Corporation, Position: Consultant, Start date of relationship: 11/30/2019 Number of hours devoted: 8 hours Mthly Number of hours devoted during trading hours: 0 Duties: Renew my consultant position in Mary Kay. Sell as an independent consultant I*130801For-Profit Organization Name: Pampered Chef Investment related: N Address: Addison, Illinois 60101 Nature of business: Corporation, Position: Consultant, Start date of relationship: 4/19/2020 Number of hours devoted: 2 hours Mthly Number of hours devoted during trading hours: 0 Duties: Acting as a sales consultant for The Pampered Chef Ltd, which is a company offering different kind of kitchen tools, cook books for preparing foods, food products, with its headquarters in Addison, Illinois. I*: 2066266Entity Type: Name of OBA: Beta Tau House Corporation Board of Sigma Kappa SororityAddress: GAINESVILLE, FLInvestment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 10/29/2024Number of Hours: 4 hrs mthlyNumber of Hours during trading: 0 Duties: this organization is to promote fraternity, scholarship, leadership, high moral standards and recreation among members of Sigma Kappa Sorority, Beta Tau chapter. Corporation Board assist and support the sorority and chapter by providing advice, counsel, and guidance to the collegiate Chapter members. Board supports the maintenance and operation of the house at UF Beta Tau chapter.I*517036, Entity Type: Entity Charitable, Name of OBA: sarasota county gator club, Address: sarasota, Florida, 34232, Investment Related: N, Position, Title, Association: Board Member, Officer, Employee State Date: 11/10/2020, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: Hold monthly meetings and lead Board to help raise monies for scholarships to UF. Report back to UFAA monthly. Hold events throughout the year promoting UF and the Club. make sure everything is submitted to UFAA for the yearly compliance. Purpose is to support the UFAA and help raise monies for scholarships in Sarasota County

Exams

• S66 Uniform Combined State Law Examination
  2019-11-27

Other Names

• Mechele Ann Habedank
• Mechele Leonard