Morgan Campbell

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 → 10/2023
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 05/2018 → 09/2020
  Elsmere Bbq And Wood Grill
  South Portland, ME
• 06/2017 → 08/2017
  Inn By The Sea
  Cape Elizabeth, ME
• 09/2018 → 12/2018
  The Lodges At West Edge
  Durham, NH
• 09/2019 → 12/2019
  Three Chimney's Innn
  Durham, NH
• 05/2019 → 06/2019
  Dimillo's On The Water
  Portland, ME
• 06/2019 → 08/2019
  Otto Pizza
  Portland, ME
• 05/2020 → 07/2020
  Saltwater Grille
  South Portland, ME
• 07/2020 → 01/2021
  Rarebreed Veterinary Partners
  Portland, ME
• 07/2021 → 04/2022
  Atlas Retail Energy
  Wakefiled, MA
• 05/2012 → 06/2017
  Middle School And High School Student
  Cape Elizabeth, ME
• 01/2019 → 04/2019
  Unemployed
  Portland, ME
• 01/2020 → 04/2020
  Unemployed
  Cape Elizabeth, ME
• 02/2021 → 07/2021
  Unemployment
  Cape Elizabeth, ME
• 08/2017 → 08/2018
  Unemployed
  Portland, ME
• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 01/2017 → 05/2021
  University Of New Hampshire
  Durham, NH
• 10/2023 → 01/2024
  Unemployed
  Portland, ME

Previous Registrations

• 2022-10-12 → 2023-10-14
  Columbia Management Investment Advisers, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23

Other Names

• Morgan E Campbell