Maureen Fong

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

• 05/1985 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 09/2009 → Present
  Bank Of America,Na
  San Jose, CA

Other Businesses

I*98780 For profit or not for profit: For-Profit Organization Name of outside business organization: Temasak Investments LLC Investment related: N Address of business: Monte Sereno, California 95030 Nature of business: LLC Position, title, association: Limited Partner Start date of relationship: 4/5/2016 Number of hours devoted: 1 hr Mthly Number of hours devoted during trading hours: 0 Duties: Single manager LLC to hold rental property already disclosed previously I*: 2089259 Entity Type: Civic League or Social Welfare Organization Name of OBA: Cinnabar Hills Ladies Golf Club Address: San Jose, CA 95120 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 01/01/2025 Number of Hours: Number of Hours during trading: Duties: to help with bookkeeping and budgeting. The club is a small group of ladies (about 40) who get together to play golf and tournaments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-07
• S63 Uniform Securities Agent State Law Examination
  1985-08-16

Other Names

• Maureen Fong Mew Leng Eltman