Meghan Carrington Porter

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

• 08/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL
• 08/2015 → Present
  Bank Of America, N.A.
  West Palm Beach, FL

Other Businesses

I*1131254, For profit or not for profit: Entity Charitable, Name of outside business organization: NC Educational Scholarship Fund Board of Directors, Investment related: N, Address of business: Pinehurst, NC, 28374, Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member, Officer"], Start date of relationship: 1/3/2023Number of hours devoted: 3 hour(s) Weekly, Number of hours devoted during trading hours: 0Duties: Member of the Board of Directors, voting on determining distribution of scholarship funds, fund raising for scholarship fund I*3887265 Entity Type: N/A Name of OBA: B P Address: Cary, North Carolina, 27519 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/26/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Child/Grandchild, Grand Parents

Exams

• S66 Uniform Combined State Law Examination
  2015-05-30

Other Names

• Meghan Carrington Porter
• Megan C Porter
• Megan Carrington Porter