Shelbi J Reister

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 07/2019 → 08/2022
  Southside Bank
  Tyler, TX
• 05/2016 → 07/2019
  Brookshires Grocery Company
  Whitehouse, TX
• 08/2017 → 05/2019
  Tyler Junior College
  Tyler, TX
• 01/2014 → 05/2017
  Arp Isd
  Arp, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-02-26

Other Names

• Shelbi Jean Higginbotham
• Shelbi J Higginbotham