Margaret Cooper

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

• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 04/2018 → 11/2025
  John G. Shedd Aquarium
  Chicago, IL
• 10/2016 → 05/2019
  Nordstrom
  Schaumburg, IL
• 06/2017 → 11/2017
  Bloomingdale Park District
  Bloomingdale, IL
• 06/2015 → 10/2016
  Brick's Woodfired Pizza
  Lombard, IL
• 08/2016 → 05/2018
  Northeastern Illinois University
  Chicago, IL

Other Businesses

I*3755295 Entity Type: Entity For Profit Name of OBA: Wag! Address: purchase, New York, 10577 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: seeking supplemental income for dog walking/sitting services walking and boarding dogs

Exams

• S66 Uniform Combined State Law Examination
  2026-05-28

Other Names

• Maggie Cooper
• Margaret Mary Cooper