Staci Madsen

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

• 12/2021 → 04/2024
  Wells Fargo Advisors Financial Network, Llc
  Tyler, TX
• 06/2021 → 12/2021
  Mineola Community Bank
  Lindale, TX
• 02/2012 → 06/2021
  Southside Bank
  Tyler, TX
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 12/2021 → 04/2024
  Trinity Capital Management
  Tyler, TX
• 04/2024 → Present
  Bank Of America, N.A.
  Tyler, TX

Previous Registrations

• 2023-08-30 → 2024-05-02
  Wells Fargo Advisors Financial Network, Llc
  Tyler, TX

Other Businesses

I*2201282, Entity Type, Name of OBA: Lindale Area Chamber of Commerce Address: Lindale TX 75771 Investment Related: No Position, Title, Association: Member and Volunteer Employee Start Date: July 1, 2022 No Hours: 2 monthly No Hours during trading: 0 Duties: Serve on Lindale Chamber Silent Auction Committee and volunteer for annual events

Exams

• S66 Uniform Combined State Law Examination
  2023-08-30

Other Names

• Staci Sheppard
• Staci Ann Madsen
• Staci A Sheppard