Sarah Ruth Marchand

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-30
RI	RA	APPROVED	2024-11-02

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Providence	RI	01/2023	Present
Mission Loans	Anchorage	AK	01/2020	06/2023
Guaranteed Rate	Anchorage	AK	03/2019	12/2019
Guaranty Mortgage Service	Anchorage	AK	04/2017	04/2019
Solutionreach	Lehi	UT	10/2016	04/2017
Continental Auto Group	Anchorage	AK	10/2013	09/2016

01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI
01/2020 → 06/2023

Mission Loans

Anchorage, AK
03/2019 → 12/2019

Guaranteed Rate

Anchorage, AK
04/2017 → 04/2019

Guaranty Mortgage Service

Anchorage, AK
10/2016 → 04/2017

Solutionreach

Lehi, UT
10/2013 → 09/2016

Continental Auto Group

Anchorage, AK

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-01