Amy Beth Quick

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

• 04/2008 → Present
  Bank Of America, N.A.
  Lincoln, RI
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI

Previous Registrations

• 2005-02-04 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Lincoln, RI
  Lincoln, RI
• 2004-01-05 → 2004-05-17
  Valic Financial Advisors, Inc.
  Waltham, MA

Exams

• S66 Uniform Combined State Law Examination
  2004-01-02
• S63 Uniform Securities Agent State Law Examination
  2002-06-03

Other Names

• Amy Beth Michaud