Mary-Elizabeth Mukharji Cooper

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

• 07/2019 → 10/2019
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2016 → 05/2019
  Bryn Mawr Fund
  Bryn Mawr, PA
• 08/2015 → 05/2019
  Bryn Mawr College
  Bryn Mawr, PA
• 05/2018 → 07/2018
  Georgia Power
  Atlanta, GA
• 06/2016 → 07/2017
  Restaurant Brands International
  Atlanta, GA
• 05/2017 → 08/2017
  Paws Atlanta
  Decatur, GA
• 08/2016 → 05/2017
  Thinx
  Bryn Mawr, PA
• 10/2019 → Present
  Self-Employed
  Seattle, WA
• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 11/2019 → 03/2020
  Loft/Ann
  Charlotte, NC
• 07/2026 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: Self-Employed NON-INVESTMENT RELATED: ADDRESS: Seattle, WA NATURE OF BUSINESS: Contracted Pet Sitter for Rover POSITION: Pet Sitter START DATE: 10/2019 APPROX. HOURS/MONTH: 100 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Contracted Pet Sitter for Rover I*130855 For profit or not for profit: For-Profit Organization Name of outside business organization: A Place for Rover Investment related: N Address of business: Olympia, Washington 98501 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 1/1/2020 Number of hours devoted: 40 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Customers go on to the rover app and request me for dog sitting. I will either go to the owners home or have the dog come to my home and watch, feed, and care for them for however long the booking time is for. I*130856 For profit or not for profit: For-Profit Organization Name of outside business organization: Wag! Investment related: N Address of business: West Hollywood, California 90069 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 5/21/2018 Number of hours devoted: 30 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Owners put a request in the app for a dog walker and if it is convenient for me I request the walk. Should I be accepted I go over to walk the dog.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-09
• S63 Uniform Securities Agent State Law Examination
  2019-09-20

Other Names

• Mary Cooper
• Maryelizabeth Cooper
• Maryelizabeth Mukharji Cooper
• Mary Elizabeth Cooper