Teresa Carol Stachulski

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2010-09-13
FL	RA	APPROVED	1995-07-13

TX RA
APPROVED

Since 2010-09-13
FL RA
APPROVED

Since 1995-07-13

Branch Locations

824 A1A N, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	10/1986	Present
Merrill Lynch	Jacksonville	FL	10/1986	Present

10/1986 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
10/1986 → Present

Merrill Lynch

Jacksonville, FL

Other Businesses

I*123605 For profit or not for profit: For-Profit Organization Name of outside business organization: Teresa Stachulski Investment related: N Address of business: Jacksonville, Florida 32223 Nature of business: Other,This is only a hobby. Position, title, association: Other, This is just a hobby. Start date of relationship: 5/24/2019 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I paint concrete pavers and flower pots and sell them at craft shows.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-09-04

S66 Uniform Combined State Law Examination

2010-09-04

Other Names

Teresa C Upright
Theresa Carol Upright

View on SEC IAPD