Ac Morgan

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

• 07/2015 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2021 → Present
  Bank Of America, N.A.
  New York, NY
• 05/2019 → 05/2021
  Bofa Securities, Inc.
  New York, NY

Other Businesses

I*920250 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Key Largo, Florida, 33037 Position, title, association: Sole owner Start date of relationship: 1/1/2018 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Sole owner of rental property I*4317272 Entity Type: Not for Profit Name of OBA: Post 53 Address: Darien, Connecticut, 6820 Investment Related: No Position, Title, Association: EMT Employee Start Date: 04/06/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: No give back to my community. EMT

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-07
• S63 Uniform Securities Agent State Law Examination
  1997-11-17

Other Names

• A C Morgan
• Al Morgan
• Ac Morgan
• Ac Morgan