Stephanie Ann Kormanis

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

• 02/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Towson, MD

Other Businesses

I*835469 For profit or not for profit: Name of outside business organization: Kormanis Properties LLC Investment related: N Address of business: Ocean City, Maryland, 21842 Nature of business: ["Business or Industry Organization"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 5/14/2022 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , This is set up for the purpose of our Condo in Ocean City, MD I*921244 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Ocean City, Maryland Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/16/2022 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2004-11-05

Other Names

• Stephanie Ann Dougherty
• Stephanie Ann Dougherty