Meghan A Maxwell

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

• 12/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 02/2019 → 11/2023
  U.S. Bank
  Chicago, IL
• 09/2014 → 02/2019
  Bmo Private Bank
  Naperville, IL
• 01/2018 → 05/2022
  University Of Illinois
  Champaign, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-06-25

Other Names

• Meghan A Yancey
• Meghan Aine Yancey