Savannah Braxton

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

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2018 → 10/2019
  Woodforest National Bank
  Antioch, IL
• 05/2016 → 09/2018
  Dairy Queen
  Round Lake, IL
• 01/2016 → 12/2021
  College Of Lake County
  Grayslake, IL
• 08/2016 → 05/2017
  Concordia University Chicago
  River Forest, IL
• 09/2017 → 06/2018
  Depaul University
  Chicago, IL

Other Businesses

I*: 2377268Entity Type: For Profit, Entity Publicly Traded Name of OBA: DoordashAddress: San Francisco, CA 94107Investment Related: NoPosition, Title, Association: Consultant/Independent ContractorEmployee Start Date: 06/01/2025Number of Hours: 15 hrs wklyNumber of Hours during trading: 0Duties: Delivery services I*2829280 Entity Type: For Profit, Publicly Traded Name of OBA: Task Rabbit Address: San Francisco California Investment Related :No Position, Title, Association: Consultant/Independent Contractor Start Date:09/13/2025 No Hours: 5 Monthly No Hours during trading:0 Monthly Duties: Hire for contract to complete tasks for clients such has home repair services or cleaning services. I*4539270 Entity Type: For Profit Name of OBA: Frenchie x Femme Address: Chicago, Illinois, 60608 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2026 Number of Hours: 6, Weekly Number of Hours during trading: 0 Duties: Online sales of custom handmade press on nails designing, marketing online, creating, and selling custom handmade press on nails

Exams

• S66 Uniform Combined State Law Examination
  2023-04-07