Molly Bridgman Vandeveld

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 11/2009 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2008-10-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Chicago, IL
  Chicago, IL
• 2001-10-15 → 2008-10-24
  Lasalle Financial Services, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

I*: 416737 Entity Type: Entity Charitable Name of OBA: Christ the King Church Address: ChicagoIllinois60643 Investment Related: n Position, Title, Association: Board Member Employee Start Date: 10/15/2025 No Hours: 2hr/mo No Hours during trading:0 Duties: Advisory Council to the Pastor. Board meetings monthly. Act in an advisory capacity regarding parish issues to the Parish Pastor and Chief Administrator. Specifically we focus on Service and Prayer Ministries formation, administration and ongoing vibrancy. I*120264For profit or not for profit: Non-Profit OrganizationName of outside business organization: Christ the King School FoundationInvestment related: NAddress of business:Chicago, Illinois 60643Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 2/11/2019Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: The Foundation raises money for the parish school. One donor source is a memorial program, where contributions are made to the Foundation in honor of a loved one. I have been asked to coordinate the memorial program. I*4852305, Entity Type: , Name of OBA: P A B Trust, Address: Chicago, Illinois, 60643, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 01/01/2028, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-27
• S63 Uniform Securities Agent State Law Examination
  1992-07-24

Other Names

• Molly Bridgman