Celandra Deane-Bess

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

• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 06/2012 → 12/2023
  Pnc Financial Services Group
  Washington, DC
• 01/2024 → 07/2024
  Lafayette Square
  Washington, DC
• 07/2024 → 08/2024
  Unemployed
  Silver Spring, MD

Previous Registrations

• 2010-01-12 → 2012-08-14
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2004-01-21 → 2006-11-03
  Tiaa-Cref Trust Company, Fsb
  St. Louis, MO

Other Businesses

I*: 2013284 Name of the other business: Lift DC Investment-related: No Address of the other business: Washington, DC Nature of the other business: Non-Profit Organization supporting economic empowerment for impoverished families Your position: Board Member Start date of your relationship: 1/2024 Approximate number of hours/months you devote to the other business:1 hr/month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Advise and support I*: 2014265 Name of the other business: The Arena Stage Whether the business is investment-related: No Address of the other business: Washington, DC 20024 Nature of the other business: Theater and Theater Education Title, or relationship with the other business: Member Board of Trustees Start date of your relationship9/2022 Approximate number of hours/months you devote to the other business2hours/month Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business: Advise and support I*: 2013266 Name of the other businessRental Property 1 Whether the business is investment-relatedNo Address of the other businessSilver Spring, MD 20906 Nature of the other businessInvestment Real Estate Your positionCo-Owner (with spouse) Title, or relationship with the other businessCo-Owner Start date of your relationship5-2006 Approximate number of hours/months you devote to the other business1 hour/month Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessInvestment Real Estate, provide oversight of property manager I*: 2013266 Name of the other business: Rental Property 2 Whether the business is investment-related: No Address of the other business: Washington, DC 20011 Nature of the other business: Investment Real Estate Your position: Co-Owner (with spouse) Start date of your relationship: 5-2007 Approximate number of hours/months you devote to the other business: 1 hour/month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Investment Real Estate, provide oversight of property manager

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23
• S63 Uniform Securities Agent State Law Examination
  1997-08-08

Other Names

• Celandra Deane-Bess
• Celandra Eugene Deane
• Celandra Eugene Deane-Bess