Grace Bentivegna

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

• 01/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 10/2018 → 02/2019
  Wholesale Floors
  Phoenix, AZ
• 06/2007 → 10/2018
  Homemaker - Unemployed
  Cave Creek, AZ

Other Businesses

I*4514288, Entity Type: , Name of OBA: F B Revocable Trust, Address: Cave Creek, Arizona, 85331, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/30/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-09-11
• S63 Uniform Securities Agent State Law Examination
  1995-01-20

Other Names

• Grace Macdonald