Laquela S Barnett

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

• 01/2014 → 03/2019
  Morgan Stanley
  Roseville, CA
• 12/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 03/2019 → 12/2019
  Unemployed
  Rosevill, CA

Previous Registrations

• 2015-07-03 → 2019-03-18
  Morgan Stanley
  Roseville, CA

Other Businesses

RMAC Design and Development (my husband's sole proprietorship)Name of other Business: Investment related (yes or no): NO Business address: Charter Rd. Nature of business: Design and Development (of land)Position/title: NARelationship with business: married to sole proprietor Start date of relationship: 06/08/2003Number of hours a month devoted to business: 0Number of hours during securities trading hours devoted to business: 0Description of duties: NA

Exams

• S66 Uniform Combined State Law Examination
  2015-07-02

Other Names

• Laquela Scaife Barnett
• Laquela Ladair Scaife
• Laquela Quela Barnettcude