Mallory Shiraz Gibson Gumm

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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 01/2022 → 12/2022
  Unemployed / Homemaker
  Austin, TX
• 05/2021 → 12/2021
  Mc Investment Services, Llc
  Austin, TX
• 06/2017 → 04/2021
  Cvg Group, Llc
  Austin, TX
• 01/2015 → 05/2017
  Harte Hanks, Inc.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-01-29

Other Names

• Mallory Gibson
• Mallory Abunasr-Shiraz
• Mallory Shiraz
• Mallory Marie Gibson
• Mallory Gibson Abunasr-Shiraz
• Mallory S Gibsongumm