Nell Bridgman Vandeveld

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2014 → 08/2018
  Indiana University
  Bloomington, IN
• 11/2018 → 07/2020
  Latin School Of Chicago
  Chicago, IL
• 07/2020 → 11/2021
  Lyric Opera Of Chicago
  Chicago, IL
• 11/2021 → Present
  Merrill Lynch
  Chicago, IL
• 05/2018 → 08/2018
  The Santa Fe Opera
  Sante Fe, NM
• 05/2016 → 08/2018
  The Beverly Country Club
  Chicago, IL
• 07/2024 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*2066407, Entity Type: Entity Charitable Name of OBA: Alzheimer's Association Address: Chicago, IL 60603 Investment Related: N Position, Title, Association: Board Member Employee Start Date: 11/11/2024 No Hours: 2 No Hours during trading: 0 Duties: The Alzheimer's Association is a non-profit that funds support for caretakers of people who have Alzheimer's as well as fundraises for research development in the disease. I will be expected to fundraise for the association, and help plan the junior board's annual event - Paint the Night Purple

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05