Vionca L Murray-Saxon

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

• 08/2016 → 04/2018
  Jp Morgan Securities Llc
  Valley Stream, NY
• 08/2016 → 04/2018
  Jp Morgan Chase Bank
  Valley Stream, NY
• 03/2018 → 05/2019
  Fidelity Brokerage Services Llc
  Lake Grove, NY
• 05/2019 → 06/2021
  Jp Morgan Securities, Llc
  Patchogue, NY
• 05/2019 → 06/2021
  Jp Morgan Chase Bank, N.A.
  Patchogue, NY
• 06/2021 → 03/2024
  Citigroup
  Hauppauge, NY
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 06/2024 → Present
  Bank Of America, N.A
  Melville, NY

Previous Registrations

• 2021-06-02 → 2024-04-19
  Citigroup Global Markets Inc.
  Greenwich, CT
  Port Jefferson, NY
  Amityville, NY
  Lindenhurst, NY
  Bay Shore, NY
  Holbrook, NY
• 2019-06-13 → 2021-06-08
  J.P. Morgan Securities Llc
  Patchogue, NY
  Patchogue, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03
• S63 Uniform Securities Agent State Law Examination
  2016-09-30

Other Names

• Vionca Layosha Murray
• Vionca L Murray-Saxon
• Vionca Murray-Saxon
• Vionca Layosha Murray-Saxon