Rachel Colleen Yovich

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	2022-09-27
PA	RA	APPROVED	2022-09-26

TX RA
APPROVED

Since 2022-09-27
PA RA
APPROVED

Since 2022-09-26

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

600 Grant St, Pittsburgh, PA 15219 • 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
Morgan Stanley	Pittsburgh	PA	06/2015	08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pittsburgh	PA	08/2022	Present

06/2015 → 08/2022

Morgan Stanley

Pittsburgh, PA
08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsburgh, PA

Previous Registrations

2015-06-12 → 2022-09-09

Morgan Stanley

Pittsburgh, PA
2013-08-15 → 2015-06-03

Mml Investors Services, Llc

Mars, PA

Boardman, OH

Other Businesses

I*1380266For profit or not for profit: Entity For ProfitName of outside business organization: Meet Bub, LLCInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 7/10/2023Number of hours devoted: 10 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Meet Bub LLC is a single member proprietor business. The business involves raising animals and plants for farm agriculture sales, in addition to how to videos for farming. My husband Kenny Yovich owns the business and I participate in the piece that raises animals for sale. I*2577258, Entity Type: Entity For Profit, Name of OBA: Shore Lucky LLC, Address: Beaver, Pennsylvania, 15009, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 06/24/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: Lessor for vacation rental property.Manage the LLC and the property owned by the entity. The property is a short term rental.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-04-26

S66 Uniform Combined State Law Examination

2013-04-26

Other Names

Rachel Colleen Ross

View on SEC IAPD