Marta Magee-Krueger

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

• 08/2007 → 05/2020
  Morgan Stanley & Co., Incorporated
  New York, NY
• 06/2009 → 11/2022
  Morgan Stanley Smith Barney
  West Palm Beach, FL
• 04/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2022 → 04/2023
  Unemployed
  N/A, XX
• 06/2020 → 04/2021
  Morgan Stanley
  Red Bank, NJ

Previous Registrations

• 2015-08-31 → 2022-11-17
  Morgan Stanley
  New York, NY
  New York, NY
  Morristown, NJ
  New York, NY
  West Palm Beach, FL
  Red Bank, NJ

Other Businesses

I*5127286 Entity Type: Rental Property Name of OBA: Rental Property - 29-Jul-26 - 1 Address: Bondville, Vermont, 5155 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/17/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-27
• S63 Uniform Securities Agent State Law Examination
  1987-08-11

Other Names

• Marta Jean Magee
• Marta Jean Magee
• Marta Jean Magee-Krueger
• Marta Magee Krueger
• Marta Jean Magee Krueger
• Marta Magee
• Marta Magee Krueger