Jacquelyn Nicole Smith

Employer firm

Reynders, Mcveigh Capital Management, LLC CRD 137342

$4.23B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• INVESTMENT CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 01/2021
  Bank Of America, N.A.
  Boston, MA
• 04/2017 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 08/2016 → 03/2017
  The Crane Institute Of Sustainability, Inc.
  Essex, MA
• 08/2015 → 08/2016
  Bentley University
  Waltham, MA
• 01/2017 → 03/2017
  Arc Fiduciary Llc
  Boston, MA
• 01/2021 → Present
  Reynders, Mcveigh Capital Management, Llc
  Boston, MA

Previous Registrations

• 2017-08-10 → 2021-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-08-09

Other Names

• Jacquelyn Nicole D'ANgelo
• Jacqui Nicole Smith
• Jacqui Nicole D'ANgelo
• Jacquelyn Smith