Sarah Emily Selin

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

• 09/2018 → 03/2019
  Raymond James Financial Services, Inc.
  Frisco, TX
• 02/2016 → 09/2018
  Homemaker/Unemployed
  Frisco, TX
• 03/2019 → 02/2023
  Raymond James Financial Services, Inc.
  Plano, TX
• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX

Previous Registrations

• 2019-03-08 → 2023-02-28
  Raymond James Financial Services Advisors, Inc
  Plano, TX
• 2015-07-20 → 2016-02-19
  Rbc Capital Markets, Llc
  Dallas, TX
• 2011-04-20 → 2015-08-05
  J.P. Morgan Securities Llc
  Dallas, TX
• 2009-06-01 → 2011-05-13
  Morgan Stanley
  Dallas, TX
• 2008-03-10 → 2009-06-01
  Citigroup Global Markets Inc.
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-03-03
• S63 Uniform Securities Agent State Law Examination
  2005-08-02

Other Names

• Sarah Emily Smith
• Emily Smith