April Eileen Lamb

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

• 10/2013 → 11/2016
  Wells Fargo Advisors, Llc.
  Boca Raton, FL
• 10/2013 → 09/2019
  Wells Fargo Bank Na
  Boca Raton, FL
• 11/2016 → 09/2019
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 01/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 01/2020 → Present
  Bank Of America, N.A.
  Boca Raton, FL
• 09/2019 → 01/2020
  Unemployed
  Pompano Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-02-06
• S63 Uniform Securities Agent State Law Examination
  2011-12-02

Other Names

• April Lamb
• April Eileen Lamb
• April E Lamb