Ruairi M Clerkin

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

• 05/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indian Wells, CA
• 08/2009 → Present
  Bank Of America, N.A.
  Indian Wells, CA

Other Businesses

DESERT UNITED SOCCER CLUB; NOT INVESTMENT RELATED; PALM DESERT CA 92260; SOCCER TEAM; COACH; START DATE: 07/01/2011; DEVOTE 32 HOURS OUTSIDE OF SECURITIES TRADING HOURS; COACHING. I*1162269 For profit or not for profit: Entity Charitable Name of outside business organization: Children's Discovery Museum Of the Desert Investment related: N Address of business: Rancho Mirage, California, 92270 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 3/15/2023 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , CDMOD is an education institute. General Board role helping the entity with governance

Exams

• S66 Uniform Combined State Law Examination
  2006-10-03