Mary T Sanchez

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
  Miami, FL
• 03/2018 → 08/2019
  Aew Capital Management
  Boston, MA
• 07/2016 → 03/2018
  Cbre New England
  Boston, MA
• 11/2019 → Present
  Bank Of America, N.A
  Miami, FL

Other Businesses

I*432140, For profit or not for profit: Entity Charitable, Name of outside business organization: Junior League of Miami, Investment related: N, Address of business: Coral Gables, Florida, 33134, Nature of business: ["Charitable Organization"]Position, title, association: ["Committee"], Start date of relationship: 10/01/2024, Number of hours devoted: 10hrs/Mo, Number of hours devoted during trading hours: 0, Duties: The Junior League of Miami, Inc. is an organization of women committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers. This year as of 10/1/24 , I am a member of the Membership committee and assist in helping new members learn the ropes of the league and get involved. I am also on the committee assisting the "Sustainers" group and helping to organize a few events for just this "older" group of ladies.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-11

Other Names

• Mary Mckee
• Mary Taylor Mckee
• Taylor M Sanchez