Amy Glace Murray

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

• 12/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntersville, NC
• 01/2016 → 03/2019
  Novant Health
  Denver, NC
• 03/2019 → 12/2019
  Holston Medical Group
  Denver, NC
• 04/2022 → 04/2022
  Morgan Stanley Smith Barney Llc
  Cornelius, NC
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntersville, NC

Previous Registrations

• 2022-04-08 → 2022-05-10
  Morgan Stanley
  Cornelius, NC
• 2020-10-19 → 2022-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Huntersville, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-10-17
• S65 Uniform Investment Adviser Law Examination
  1997-09-09
• S63 Uniform Securities Agent State Law Examination
  1997-06-18

Other Names

• Amy Ellen Glace
• Amy Glace Murray
• Amy Murray