Fletcher Dameron

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

• 06/2015 → 09/2017
  Windyrush Country Club
  Charlotte, NC
• 06/2018 → 08/2018
  Duke Energy
  Charotte, NC
• 07/2019 → 10/2019
  Hound Ears Golf Course
  Boone, NC
• 01/2020 → 03/2020
  Appalachian Ski Mountain
  Boone, NC
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2016 → 06/2020
  Appalachian State University
  Boone, NC
• 09/2020 → 11/2021
  Wells Fargo
  Charlotte, NC

Other Businesses

I*1516284 For profit or not for profit: Name of outside business organization: Crawfish for A Cause Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , I am a volunteer member for Crawfish for a Cause which is a 501(c)(3) non profit that raises awareness and funds to support mental health. Funds are raised through sponsorships programs associated with our annual events. Through my volunteer role I help with event planning and scheduling. I also take on other responsibilities which may include preparing the crawfish boil or booking bands to play at our event.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-01