Victoria Marie Nelson

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

• 05/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2015 → 05/2019
  Rider University
  Lawrenceville, NJ
• 11/2016 → 05/2018
  Rider University
  Lawrenceville, NJ
• 03/2015 → 10/2018
  Harbor View Restaurant
  Cape May, NJ
• 06/2018 → 01/2019
  Cape May Sweet House
  Cape May, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-11-20

Other Names

• Le Bing
• Victoria Marie Jacoby
• Victoria Jacoby