Mary Beth Burket

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

• 02/2013 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  State College, PA
• 10/2025 → 02/2026
  Unemployed
  Tyrone, PA
• 02/2026 → 07/2026
  Raymond James Financial Services Advisors, Inc.
  Altoona, PA
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  State College, PA
• 11/2025 → 01/2026
  The Nehemiah Project
  Altoona, PA

Previous Registrations

• 2026-02-02 → 2026-07-01
  Raymond James Financial Services Advisors, Inc
  Altoona, PA
• 2013-02-26 → 2025-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  State College, PA
• 2006-12-04 → 2012-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  State College, PA

Other Businesses

(1)Name of Business: Irwin Financial Incorporated Address: PA, 16601-3181, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered financial sales assistant. Answer phone, open accounts, process daily money transfers, accept trades, daily operations, etc

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-02
• S63 Uniform Securities Agent State Law Examination
  2006-10-17

Other Names

• Mary Beth Grazier
• Mary Beth Reese
• Mary Beth Reese