Jeffrey Terry

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

• 01/2012 → 06/2018
  Half Hollow Hills School District
  Dix Hills, NY
• 08/2018 → 05/2022
  Tufts University
  Medford, MA
• 01/2019 → 12/2020
  Ruffalo Noel Levitz
  Medford, MA
• 06/2019 → 01/2022
  Future Stars Summer Camp
  Farmingdale, NY
• 10/2022 → 03/2024
  Ubs Financial Services
  Weehawken, NJ
• 12/2019 → 09/2022
  Emerge Medstaffing Llc
  Chicago, IL
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2018 → 08/2018
  Little Frankie's Pizzeria
  St. Albans, NY
• 04/2024 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2023-06-12 → 2024-04-01
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-06-10

Other Names

• Jeffrey Sean Terry