Audrey Abergel

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

• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 10/2017 → 06/2019
  Sharks Angel Productions
  Marseille
• 12/2017 → 10/2018
  Les Mutuelles Du Soleil
  Marseille
• 02/2016 → 02/2017
  Abco Inc.
  Marseille
• 06/2019 → 09/2019
  Unemployed
  Fort Worth, TX
• 02/2017 → 12/2017
  Unemployed
  Marseille
• 12/2019 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*2036297, Entity Type: Entity For Profit Name of OBA: Soleil InvestmentsAddress: Sheridan, WY 82801 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/21/2024 No Hours: 0 No Hours during trading: 0 Duties: Investment in properties that are made for rental - 50% ownership in that company - no responsibilities or activities perform

Exams

• S66 Uniform Combined State Law Examination
  2020-01-11

Other Names

• Audrey-Sophie Helene Nacass
• Audreysophie Nacass