Grace An

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2019 → 05/2023
  Texas Christian University
  Fort Worth, TX
• 08/2015 → 05/2019
  Mustang High School
  Mustang, OK
• 08/2019 → 12/2019
  Texas Christian University
  Fort Worth, TX

Other Businesses

I*3758308, Entity Type: Entity Charitable, Name of OBA: American Cancer Society - GenNow Houston Chapter, Address: Houston, Texas, 77263, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/11/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: - Engage emerging leaders in the community to participate in GenNow - Fundraise for Shuck Cancer event - Organize and maintain membership list and requirement completion records. Engage young professionals in advancing the American Cancer Society's mission to end cancer through fundraising, volunteerism, and community engagement.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-13

Other Names

• Grace Mary An