Margaret Alexander Ashooh

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

• 04/2014 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 10/2015 → 07/2018
  Bank Of America, N.A.
  Atlanta, GA
• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 08/2018 → 03/2021
  Homemaker
  Santiago
• 04/2021 → 05/2021
  Homemaker
  Lyme, NH
• 10/2021 → Present
  Bank Of America, N.A.
  Atlanta, GA

Previous Registrations

• 2014-05-01 → 2018-07-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2010-06-15 → 2012-11-08
  Barclays Capital Inc.
  Atlanta, GA
• 2009-06-01 → 2010-06-25
  Morgan Stanley
  Atlanta, GA
• 2009-01-28 → 2009-06-01
  Morgan Stanley & Co. Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22

Other Names

• Meg Alexander
• Margaret M Alexander
• Margaret M Alexander
• Margaret Maddy Alexander
• Margaret Alexander Ashooh
• Margaret A Ashooh