Bonnie J Powell

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

• 03/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2011 → Present
  Bofa Distributors, Inc.
  Pennington, NJ

Other Businesses

I*15975 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BONNIE POWELL ASSOCIATES, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: CLARKSBURG, NEW JERSEY 8510 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRESIDENT I*82603 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UNIVERSALLY HANDSOME INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CLARSKBURG, NEW JERSEY 8510 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 7/15/2015 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY DAUGHTER STARTED A SMALL RECORD LABEL AND I'M NAMED AS HER 10% PARTNER

Exams

• S66 Uniform Combined State Law Examination
  2008-11-25
• S63 Uniform Securities Agent State Law Examination
  1993-06-15

Other Names

• Bonnie Jeanne Powell
• Bonnie Jeanne Powell