Taryn C Marshall

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

• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 06/2023 → 06/2025
  Victory Housing, Inc.
  Rockville, MD
• 07/2019 → 05/2023
  Furman University
  Greenville, SC
• 08/2015 → 06/2019
  Christian Heritage School
  Trumbull, CT
• 06/2020 → 08/2020
  Patterson Club
  Fairfield, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-03-07

Other Names

• Taryn Cassidy Marshall