Marques Barnes

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

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minnetonka, MN
• 09/2022 → 10/2024
  Bank Of America
  Hopkins, MN
• 04/2022 → 09/2022
  Masterson Personnel Inc
  Maple Grove, MN
• 01/2022 → 03/2022
  Kenlink Logistics
  Maple Grove, MN
• 12/2020 → 01/2022
  Morrie's Minnetonka Subaru
  Minnetonka, MN
• 03/2017 → 12/2020
  Sally's Automotive
  Saint Paul, MN
• 01/2016 → 03/2017
  Sprout Salad Company
  Saint Paul, MN
• 08/2016 → 09/2016
  Mintahoe Inc
  Minneapolis, MN
• 03/2022 → 03/2022
  Ups
  Maple Grove, MN
• 01/2025 → Present
  Bank Of America, N.A.
  Minnetonka, MN

Exams

• S66 Uniform Combined State Law Examination
  2025-04-14

Other Names

• Marques Andrae Barnes