Amrita Marie Mcsharry

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

• 04/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Anchorage, AK
• 06/2015 → Present
  Bank Of America, N.A.
  Anchorage, AR

Previous Registrations

• 2014-01-24 → 2015-04-20
  Morgan Stanley
  Anchorage, AK
• 2007-04-02 → 2007-11-14
  Morgan Stanley & Co. Llc
  Anchorage, AK
• 2006-09-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Anchorage, AK

Other Businesses

I*1217267 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Culver, Indiana, 46511 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 3/1/2023 Number of hours devoted: 100 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2014-01-23

Other Names

• Amrita Marie Courtnage