Melissa Schmitt

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

• 12/2019 → 12/2021
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 12/2019 → 12/2021
  J.P. Morgan Securities Llc
  New York, NY
• 06/2010 → 11/2017
  Cic Bank
  Metz
• 11/2017 → 02/2018
  Cic Bank
  Saint-Avold
• 11/2018 → 04/2019
  Bank Of America
  New York, NY
• 05/2019 → 11/2019
  Unemployed
  Jersey City, NJ
• 03/2018 → 04/2019
  Cic Bank
  Jersey City, NJ
• 10/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2022 → 08/2022
  Unemployed
  Clamart
• 09/2022 → 10/2023
  Hsbc
  Paris
• 11/2023 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2020-09-11 → 2021-12-15
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

Name of the other businessNo name- apartment Whether the business is investment-relatedNO Address of the other businessSAINT-AVOLD, FRANCE Nature of the other businessRENTING PROPERTY Your positionOWNER OF THE APARTMENT Title, or relationship with the other businessN/A Start date of your relationship09/01/2019 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessNOTHING. THE APARTMENT IS RENTED AND THERE IS NOTHING TO DO. Name of the other businessAudacos inc Whether the business is investment-relatedNO Address of the other businessNew York, 10004, US Nature of the other business Cosmetics company selling nail polish to individual clients. Responsibilities ; distribution and sale online of cosmetic nail polish Your positionTreasurer Title, or relationship with the other businessTreasurer Start date of your relationship01/30/2020 Approximate number of hours/month you devote to the other business1 HRS MONTHLY Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessACTIVITY OF TREASURER KNOWING THAT THE COMPANY HAS BEEN REGISTERED , BUT THERE IS NO ACTIVITY FOR THIS BUSINESS. The is no single client for the moment, since no activity has started yet. This is my husband project and I will be working an hour monthly to help him. For now, nothing has started yet other than registering the business. Check writing, Bill Pay, Debit Card ?TO PAY BILL for the company if there is so

Exams

• S66 Uniform Combined State Law Examination
  2020-09-04