Melissa R Thor

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

I*927398 For profit or not for profit: For profit Name of outside business organization: Cars and Coffee LLC Investment related: No Address of business: Position, title, association: Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: No responsibilities or involvement on my part. My spouse is looking to open a vehicle repair business. He will be sole owner with sole responsibilities. I*4675274 Entity Type: For Profit Name of OBA: M. T. Address: Fort Mill, South Carolina, 29707 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Selling eggs from my chickens and ducks. I would like to be able to sell the eggs from my chickens and ducks.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-03

Other Names

• Melissa Rose Adler
• Melissa Rose Jackson