Nathan D Marsden

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

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 06/2023 → 01/2025
  Larkin Express Logistics
  North Charleston, SC
• 08/2022 → 05/2023
  University Of South Carolina
  Columbia, SC
• 07/2022 → 08/2022
  Putnam Investments
  Boston, MA
• 05/2022 → 07/2022
  Longshore Boats
  Charleston, SC
• 08/2021 → 05/2023
  University Of South Carolina
  Columbia, SC
• 05/2021 → 08/2021
  Orchard Lake Country Club
  Orchard Lake, MI
• 08/2020 → 05/2021
  University Of South Carolina
  Columbia, SC
• 03/2021 → 06/2021
  Carimi Lawfirm
  Columbia, SC
• 05/2020 → 08/2020
  Orchard Lake Country Club
  Orchard Lake, MI
• 08/2019 → 05/2020
  University Of South Carolina
  Columbia, SC
• 06/2019 → 08/2019
  Orchard Lake Country Club
  Orchard Lake, MI
• 01/2017 → 05/2019
  Unemployed
  Birmingham, MI
• 11/2016 → 12/2016
  The Claymore Shop
  Birmingham, MI
• 03/2015 → 11/2016
  Unemployed
  Birmingham, MI
• 08/2025 → Present
  Bank Of America, N.A.
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2025-04-28

Other Names

• Nathan David Marsden