Russell E Green

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

• 07/2011 → Present
  Bank Of America, N.A.
  Fort Worth, TX
• 10/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Previous Registrations

• 2000-12-13 → 2007-10-11
  Wells Fargo Investments, Llc
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

I*75566/387771 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WHAT ABOUT REMEMBERING ME, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: FORT WORTH, TEXAS 76104 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 10/07/2014 NUMBER OF HOURS DEVOTED: 30 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WHAT ABOUT REMEMBERING ME, INC AKA. (THE WARM PLACE), IS A GRIEF SUPPORT CENTER FOR CHILDREN. I HAVE SERVED ON THE BOARD OF DIRECTORS FOR SEVERAL YEARS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-10-19
• S65 Uniform Investment Adviser Law Examination
  1994-10-19

Other Names

• Russell Green
• Russell Eric Green