Nicole Burns

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

• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
• 08/2016 → 09/2016
  Monmouth County Library
  Manalapan, NJ
• 10/2016 → 06/2017
  Freehold Cartage, Inc.
  Freehold, NJ

Previous Registrations

• 2005-08-10 → 2016-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
  Princeton, NJ
  Princeton, NJ
  New York, NY
  New York, NY
  New York, NY
  Pennington, NJ

Other Businesses

I*493577, Name of OBA: Emily Menditto, Address: Morganville, NJ 07751, Investment Related: No, Position, Title, Association: Power of Attorney, Employee Start Date: 06/18/2020, No Hours: 1 hr/weekly No Hours during trading: 0 Duties: I*2641280, Name of OBA: Mrs. Emily Menditto, Address: Morganville, NJ 07751, Investment Related: No, Position, Title, Association: Power of Attorney, Employee Start Date: 07/21/2025, No Hours: 1, No Hours during trading: 0 Duties: I*2658272, Name of OBA: Emily Menditto estate, Address: Manalapan, NJ 07726, Investment Related: No, Position, Title, Association: Executor, Employee Start Date: 7/25/2025, No Hours: 1, No Hours during trading: 0 Duties: I*2659261 Entity Type: N/A Name of OBA: A.G. Estate Address:Manalapan, NJ Investment Related:No Position, Title, Association:Executor Start Date:09/01/2025 No Hours: 1 Weekly No Hours during trading:0 Duties:N/A I*2658271 Entity Type: N/A Name of OBA: POA for A.G. Address:Manalapan, NJ Investment Related:No Position, Title, Association:Power of Attorney Start Date:08/20/2025 No Hours: 1 Weekly No Hours during trading:0 Duties:N/A

Exams

• S66 Uniform Combined State Law Examination
  2005-08-09
• S63 Uniform Securities Agent State Law Examination
  1992-08-27

Other Names

• Nicole Marie Gambardella
• Nicole Marie Burns