Autumn Renee Broussard

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

• 12/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 10/2019 → 05/2020
  Raymond James
  Austin, TX
• 08/2019 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 05/2019 → 07/2019
  Washington & Associates, Llc
  Houston, TX
• 05/2016 → 07/2018
  Provost Umphrey Law Firm
  Beaumont, TX
• 08/2018 → 07/2020
  Texas State University
  San Marcos, TX
• 08/2013 → 12/2017
  Lamar University
  Beaumont, TX
• 06/2020 → 12/2020
  Unemployed
  Port Arthur, TX
• 08/2018 → 05/2019
  Umemployed
  San Marcos, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-05-08

Other Names

• Autumn Broussard