Marybeth Henry

$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
IL	RA	APPROVED	2024-10-24
TX	RA	APPROVED_RES	2015-06-25
PA	RA	APPROVED	2010-06-21
CT	RA	APPROVED	2006-03-13

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bala Cynwyd	PA	12/2005	Present
Bank Of America, N.A.	Bala Cynwyd	PA	07/2011	Present

12/2005 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bala Cynwyd, PA
07/2011 → Present

Bank Of America, N.A.

Bala Cynwyd, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-10
S63	Uniform Securities Agent State Law Examination	1983-09-13

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