Monique Satterfield

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

• 09/2024 → 02/2026
  Massmutual Life Insurance Co
  Atlanta, GA
• 08/2025 → 02/2026
  Mml Investors Services, Llc
  Atlanta, GA
• 07/2023 → 07/2024
  Sephora
  Yonkers, NY
• 12/2022 → 05/2023
  Rs Integrated Supply
  Ridgefield, NJ
• 06/2022 → 12/2022
  Wis Intl
  New York, NY
• 05/2020 → 05/2022
  Amazon
  Queens, NY
• 01/2020 → 05/2020
  Walgreens
  Queens, NY
• 08/2019 → 05/2020
  Fordham University
  New York City, NY
• 08/2016 → 05/2019
  Bethune-Cookman University
  Daytona Beach, FL
• 04/2016 → 08/2016
  Unemployed
  New York, NY
• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Previous Registrations

• 2025-12-11 → 2026-02-18
  Mml Investors Services, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-29

Other Names

• Nicki Satterfield