Madison Murray

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2021 → 08/2022
  Global Atlantic Financial Group
  Brighton, MA
• 09/2020 → 05/2021
  Full-Time Education: The University Of Alabama
  Tuscaloosa, AL
• 06/2020 → 08/2020
  Global Atlantic Financial Group
  Brighton, MA
• 09/2019 → 06/2020
  Full-Time Education: The University Of Alabama
  Tuscaloosa, AL
• 06/2019 → 08/2019
  Finz Seafood Restaurant
  Salem, MA
• 09/2018 → 06/2019
  Full-Time Education: The University Of Alabama
  Tuscaloosa, AL
• 09/2018 → 05/2019
  Sweet Home Food Bar
  Tuscaloosa, AL
• 06/2018 → 08/2018
  Boston Beer Works
  Salem, MA
• 09/2017 → 06/2018
  Full-Time Education: The University Of Alabama
  Tuscaloosa, AL
• 09/2016 → 06/2017
  Full Time Education: Marblehead High School
  Marblehead, MA
• 06/2016 → 12/2016
  The Blue Ox
  Lynn, MA
• 09/2015 → 06/2016
  Full Time Education: Marblehead High School
  Marblehead, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-05

Other Names

• Maddie Murray