Martin Mcgehrin

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	1992-11-09

MD RA
APPROVED

Since 1992-11-09

Branch Locations

1 Park Pl, Annapolis, MD 21401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenbelt	MD	01/1991	Present
Bank Of America,N.A.	Annapolis	MD	06/2011	Present

01/1991 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenbelt, MD
06/2011 → Present

Bank Of America,N.A.

Annapolis, MD

Other Businesses

I*337922, Entity Type Entity For Profit, Name of OBA: J.P. M & Assoc. Inc.Address: Upper MarlboroMaryland20774 Investment Related: No Position, Title, Association: OtherEmployee Start Date: 10/12/2011No Hours: 0 No Hours during trading: 0Duties:Benefits consultant/trainer. My duties:none

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1991-07-12
S63	Uniform Securities Agent State Law Examination	1983-05-23

S65 Uniform Investment Adviser Law Examination

1991-07-12
S63 Uniform Securities Agent State Law Examination

1983-05-23

View on SEC IAPD