Mary E Keating

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 → 10/2022
  Fidelity Investments
  Westlake, TX
• 08/2019 → 12/2021
  Texas Womans University
  Denton, TX
• 08/2021 → 11/2021
  Amazon
  Coppell, TX
• 08/2021 → 08/2021
  Chewy
  Dallas, TX
• 06/2021 → 06/2021
  Old Navy
  Grapevine, TX
• 10/2019 → 11/2020
  Amazon
  Haslet, TX
• 10/2018 → 10/2019
  Buc-Ees
  Fort Worth, TX
• 09/2016 → 10/2018
  Amazon
  Haslet, TX
• 02/2015 → 09/2016
  Hibbett Sports
  Gainesville, TX
• 06/2013 → 05/2019
  Weatherford College
  Weatherford, TX
• 11/2022 → 09/2024
  Morgan Stanley
  Dallas, TX
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 08/2023 → 05/2024
  Texas Woman's University
  Dallas, TX

Previous Registrations

• 2022-12-15 → 2024-10-09
  Morgan Stanley
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-15
• S63 Uniform Securities Agent State Law Examination
  2022-04-05

Other Names

• Mary Elizabeth Keating