Mary Elizabeth Nolan

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

• 04/2001 → Present
  J P Morgan Chas Bank, N.A.
  Ann Arbor, MI
• 10/2008 → Present
  Bear, Stearns & Co. Inc.
  Ann Arbor, MI
• 04/2010 → Present
  Merrill Lynch,Pierce,Fenner @Smith,Inc
  Ann Arbor, MI
• 05/2010 → Present
  Bank Of America, Na
  Ann Arbor, MI

Previous Registrations

• 2008-10-01 → 2010-05-03
  J.P. Morgan Securities Llc
  Ann Arbor, MI
• 2006-10-12 → 2008-10-01
  J.P. Morgan Securities Inc.
  Ann Arbor, MI

Exams

• S66 Uniform Combined State Law Examination
  2006-09-22

Other Names

• Mary Elizabeth Maynard