Edythe Marie De Marco

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-12-12
NJ	RA	APPROVED	2005-02-18
TX	RA	APPROVED_RES	2001-08-03
RI	RA	APPROVED	1993-01-01

FL RA
APPROVED

Since 2022-12-12
NJ RA
APPROVED

Since 2005-02-18
TX RA
APPROVED_RES

Since 2001-08-03
RI RA
APPROVED

Since 1993-01-01

Branch Locations

1 Financial Plaza, Providence, RI 02903 • United States

Tierra Verde, FL • United States

200 Central Ave, Saint Petersburg, FL 33701 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Providence	RI	11/1981	Present
Bank Of America, N.A.	Providence	RI	12/2009	Present

11/1981 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI
12/2009 → Present

Bank Of America, N.A.

Providence, RI

Other Businesses

I*136910 Entity Type: Non-Profit Organization Name of outside business organization: St. Mary's Church of Portsmouth Investment related: Yes Address of business: Portsmouth, Rhode Island 02871 Position, title, association: Committee Member, Start date of relationship: 4/1/2021Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 6 Duties: I will be serving as a member of the church's investment committee. I* 1752267 Entity Type: For Profit Name of outside business organization: EMD REALTY, LLC Investment related: No Address of business: Tiverton, RI, 02878Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 02/13/2023Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: This is a non-operating Florida LLC, intended solely to hold my home located at Tiverton, RI 02878. I was advised by my attorney to retitle this RI home in that of a FL LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-08-02
S63	Uniform Securities Agent State Law Examination	1982-03-11

S65 Uniform Investment Adviser Law Examination

1994-08-02
S63 Uniform Securities Agent State Law Examination

1982-03-11

Other Names

Edythe Marie Demarco

View on SEC IAPD