Deborah Sedberry Morand

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

• 09/2022 → 08/2024
  Ubs Financial Services Inc
  Winston-Salem, NC
• 10/2013 → 02/2021
  Phillips Industries
  High Point, NC
• 02/2021 → 09/2022
  Assistant To Vicky Leonard
  High Point, NC
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  High Point, NC

Previous Registrations

• 2023-11-20 → 2024-08-20
  Ubs Financial Services Inc.
  Winston-Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-11-20

Other Names

• Deborah Lynn Sedberry