Rachael A Doyle

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

• 10/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 05/2015 → Present
  Bank Of America, N.A.
  Manchester, NH

Other Businesses

I*3696265 Entity Type: N/A Name of OBA: Ann Harrington Trust = A H Trust Address: Floral Park, New York, 11005 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 03/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Aunt

Exams

• S66 Uniform Combined State Law Examination
  2014-11-03

Other Names

• Rachael Ann Horwath
• Rachael Ann Doyle