Francesca Adele Martin

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

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2013 → 05/2017
  Barry University
  Miami Shores, FL
• 06/2017 → 08/2017
  Exhale
  New York, NY
• 08/2017 → 10/2019
  Bank Of America
  New York, NY
• 01/2020 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*427844, Name of OBA: Small Gems Boutique Address: Bronx, NY Investment Related: No Position, Title, Association: Officer Employee Start Date: 3/1/2021 No Hours: 5 Weekly No Hours during trading: 0 Duties: purpose: sell accessories online.responsibilities include marketing products, filling and shipping orders and assisting clients

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Francesca Martin