Morgan Marie Smith

Current Employers

Employment History

• 11/2012 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, NH
• 12/2019 → 04/2023
  Bank Of America, N.A.
  Hanover, NH
• 04/2023 → Present
  Kestra Investment Services, Llc
  Hanover, NH
• 04/2023 → Present
  Kestra Advisory Services, Llc
  Hanover, NH

Previous Registrations

• 2020-03-17 → 2023-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, NH
  New York, NY

Other Businesses

Business Name: TORCH FAMILY CAPITAL POSITION: Partner- Member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 132 SECURITIES TRADING HOURS: 130 START DATE: 04/26/2023 ADDRESS: 44 South Main St, 2nd Floor, Hanover NH 03755, United States DESCRIPTION: Provide Investment Advisory Services to our clients, provide wealth planning and wealth strategy advice to our clients. Business Name: NEW ENGLAND SCHOOL OF THE ARTS POSITION: Board of Directors NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024ADDRESS: PO Box 594, Etna NH 03750, United States DESCRIPTION: Approve strategic plan Approve school improvement plan Determine impact on student achievement Set data-driven expectations and goals Appoint a board secretary, treasurer and board attorney Conduct team evaluation of the superintendent Meet with SBDM (school-based decision-making) councils Adopt annual budget Determine impact on student achievement Allocate resources to meet student needs Take necessary action to levy needed taxes Review district expenditures and variances Authorize payments Approve annual auditor report Approve contracts Approve facility plans Establish schools, acquire sites and erect buildings Manage all funds and property

Exams

• S66 Uniform Combined State Law Examination
  2020-02-08

Other Names

• Morgan Marie Gadoury
• Morgan Smith