Megan Alexandra Spivak

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2025 → 04/2026
  Morgan Stanley
  Garden City, NY
• 06/2024 → 08/2024
  Kol Haneraim
  Netanya
• 06/2023 → 08/2023
  Emunah Of America
  New York, NY
• 09/2022 → 05/2026
  Yeshiva University
  New York, NY
• 06/2016 → 06/2018
  Haftr Middle School
  Lawrence, NY
• 09/2018 → 06/2022
  Haftr High School
  Cedarhurst, NY
• 06/2026 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-08-26

Other Names

• Megan Spivak