Marvin J Carver

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

• 11/1978 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Durham, NC
• 07/2011 → Present
  Bank Of America, N.A.
  Durham, NC

Other Businesses

I*2187302, Entity Type: , Name of OBA: Murray Hill Condominium Assocaition, Address: Chapel Hill, North Carolina, 27517, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/03/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Will help determine maintenance schedules, painting and grounds questions.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-04
• S65 Uniform Investment Adviser Law Examination
  1993-11-30
• S63 Uniform Securities Agent State Law Examination
  1986-11-07

Other Names

• Marvin Jefferson Carver
• Marvin Jefferson Carver