Jodi-Ann Ann-Marie Moodie

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

• 05/2022 → 10/2024
  Morgan Stanley Smith Barney Llc
  Stamford, CT
• 06/2019 → 12/2021
  Bombshell Studios
  Stamford, CT
• 12/2021 → 05/2022
  Unemployed
  Stamford, CT
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 08/2016 → 12/2020
  Western Connecticut State University
  Danbury, CT
• 10/2016 → 12/2016
  Dw Clothing Llc
  Danbury, CT

Previous Registrations

• 2022-10-14 → 2024-11-07
  Morgan Stanley
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14

Other Names

• Jodi Ann-Marie Moodie
• Jodi-Ann A Moodie