Carson Rose Tennyson

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 01/2021 → 12/2021
  Arthur Rutenberg Homes
  Charlotte, NC
• 08/2016 → 02/2020
  Better Homes And Gardens
  Gainesville, FL
• 05/2016 → 12/2020
  Jonesville Tennis Center
  Gainesville, FL

Other Businesses

I*1798298 Entity Charitable Name of OBA: Charlotte Tennis Association Pro League Address: Charlotte, North Carolina, 28226 Investment Related: No Position, Title, Association: Committee Employee Start Date: 05/03/2024 No Hours: 2 No Hours during trading: 0 Duties: Board member of the professional tennis league in Charlotte NC run by Charlotte Tennis Association. My role will be to recruit female professional tennis players to join and plan charity events for the players to volunteer at.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-09

Other Names

• Carson Rose Trapp