Madison Grace Pee

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

• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, SC
• 02/2024 → 10/2025
  Bank Of America
  Greenville, SC
• 06/2022 → 02/2024
  Bank Of America
  Simpsonville, SC
• 07/2024 → 04/2025
  City Scape Winery
  Pelzer, SC
• 02/2021 → 06/2022
  United Community Bank
  Simpsonville, SC
• 12/2017 → 07/2024
  Cracker Barrel
  Simpsonville, SC
• 03/2017 → 12/2017
  Bi-Lo
  Fountain Inn, SC
• 08/2000 → 03/2017
  Unemployed
  Simpsonville, SC
• 12/2025 → Present
  Bank Of America, N.A.
  Greenville, SC

Other Businesses

I*4772277, Entity Type: Entity Charitable, Name of OBA: Casting for christ ltd, Address: elberton, Georgia, 30635, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 07/06/2026, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: A nonprofit secretary who takes meeting minutes is responsible for recording and maintaining accurate records of board or committee meetings. Document key discussions, decisions, and action items, ensure records are organized and accessible. Casting for Christ is a faith-based outreach initiative that uses community engagement to share the message of the Gospel. Its mission centers on meeting people where they are, especially those facing struggles such as addiction, and offering hope, healing, and purpose through a relationship with Christ.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-04