Rhetta Condon Moore

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

• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 06/2022 → 12/2025
  Cvs Health
  Hartford, CT
• 01/2019 → 04/2022
  University Of North Florida Coggin College Of Business
  Jacksonville, FL
• 06/2020 → 08/2020
  Charleston County Probate Court
  Charleston, SC
• 01/2019 → 04/2022
  University Of North Florida Recreation And Wellness Department
  Jacksonville, FL
• 06/2019 → 08/2019
  Bank Of America Merrill Lynch
  Jacksonville, FL
• 04/2018 → 06/2018
  Ooh! Events
  Charleston, SC
• 06/2017 → 04/2022
  University Of North Florida
  Jacksonville, FL
• 01/2016 → 05/2017
  Bishop England High School
  Charleston, SC
• 05/2022 → 05/2022
  Unemployed
  Jacksonville, FL
• 01/2019 → 06/2019
  Unf Intramurals
  Jacksonville, FL
• 06/2019 → 05/2020
  University Of North Florida
  Jacksonville, FL
• 02/2026 → Present
  Bank Of America, N.A.
  Mount Pleasant, SC

Exams

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

Other Names

• Rhetta C Moore