Tess Schuit

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2022 → 10/2022
  Peacock
  New York, NY
• 11/2020 → 04/2022
  Magnolia Network
  New York, NY
• 07/2020 → 11/2020
  Unemployed
  New York, NY
• 06/2018 → 07/2020
  Icm Partners
  New York, NY
• 08/2014 → 05/2018
  University Of Miami
  Coral Gables, FL
• 02/2018 → 05/2018
  Pb Miami
  Coral Gables, FL
• 07/2017 → 09/2017
  Husk Dumbo Llc
  New York, NY
• 12/2022 → Present
  Bank Of America N.A.
  New York, NY

Other Businesses

I*4122269, Entity Type: Entity Charitable, Name of OBA: The Pink Agenda, Address: new york, New York, 10036, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 03/23/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be on the Athletic Endeavors Committee putting together events around the NYC marathon, NYC half marathon etc. in efforts to support the pink agenda team. The Pink Agenda (TPA) is a nonprofit organization committed to raising money for breast cancer research and care, as well as awareness of the disease among young professionals. Born of the belief that engaging todays generation can go a long way toward finding tomorrows cure, The Pink Agenda finds, funds, and partners with people and programs that are improving the lives of those impacted by breast cancer and conducting the groundbreaking research necessary to improve their outcomes. I*5512268, Entity Type: Entity Charitable, Name of OBA: Trevor Day School Alumni Council, Address: New York, New York, 10128, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 08/20/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I am part of the Alumni Council responsible for putting on networking events for alumni and encouraging participation and attendance to alumni events. Trevor Day School is an independent K-12 day school in Manhattan.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-30

Other Names

• Tess I Schuit
• Tess Isabel Schuit