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Rachel Boylan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mequon, WI

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-31
WI RA APPROVED 2023-11-30
  • TX RA
    APPROVED
    Since 2024-01-31
  • WI RA
    APPROVED
    Since 2023-11-30

Branch Locations

1500 W Market St, Mequon, WI 53092 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mequon WI 05/2022 Present
Beacon Business Group Milwaukee WI 10/2018 05/2022
Von Briesen & Roper, S.c. Milwaukee WI 10/2016 10/2018
Padway & Padway, Ltd. Milwaukee WI 04/2013 10/2016
Barre District Milwaukee Llc Milwaukee WI 03/2017 01/2018
  • 05/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mequon, WI
  • 10/2018 → 05/2022
    Beacon Business Group
    Milwaukee, WI
  • 10/2016 → 10/2018
    Von Briesen & Roper, S.c.
    Milwaukee, WI
  • 04/2013 → 10/2016
    Padway & Padway, Ltd.
    Milwaukee, WI
  • 03/2017 → 01/2018
    Barre District Milwaukee Llc
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2023-11-29
Other Names
  • Rachel C Boylan
  • Rachel C Norante

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI

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