Stephanie Christine Saghy

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

• 12/2013 → 10/2020
  Jp Morgan Securities Llc
  Northbrook, IL
• 11/2016 → 10/2020
  J.P. Morgan Chase Bank, Na
  Northbrook, IL
• 10/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 02/2018 → 10/2020
  J.P. Morgan Chase Bank, Na
  Columbus, OH
• 11/2020 → Present
  Bank Of America, N.A.
  Columbus, OH

Previous Registrations

• 2008-10-22 → 2012-05-15
  J.P. Morgan Securities Llc
  Milwaukee, WI
  Winnetka, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Columbus, OH

Other Businesses

I*393537, Entity Type: Entity Charitable, Name of OBA: OHIO NORTHERN UNIVERSITY, Address: Ada, Ohio, 45810, Investment Related: N, Position, Title, Association: Board Member, Other, Employee Start Date: 10/01/2019 , No Hours: 16 Yearly, No Hours during Trading: 16 Yearly, Duties: Board Chair of the Advisory Board - attend 2 meetings / year. Run meetings, coordinate agendas. Advisory Board to College of Business at Ohio Northern University

Exams

• S66 Uniform Combined State Law Examination
  2008-10-20

Designations

• Chartered Financial Analyst

Other Names

• Stephanie Bell
• Stephanie Christine Bell
• Stephanie Saghy
• Stephanie Christine Saghy
• Stephanie Christine Bell