Ariele M Shelby

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

• 06/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC

Other Businesses

I*137010 For profit or not for profit: For-Profit Organization Name of outside business organization: Doordash Investment related: N Address of business: raleigh, North Carolina 27610 Nature of business: Other,independent contractor Position, title, association: Part-Time, Start date of relationship: 3/27/2021 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: food delivery service

Exams

• S66 Uniform Combined State Law Examination
  2016-10-22
• S63 Uniform Securities Agent State Law Examination
  2014-07-14

Other Names

• Ariele Monay Hall