Emma Isabelle Urso

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 01/2026 → 05/2026
  Appalachian State University
  Boone, NC
• 09/2023 → 03/2026
  Doordash
  Boone, NC
• 12/2024 → 03/2026
  Grubhub
  Boone, NC
• 01/2026 → 03/2026
  Handshake
  Boone, NC
• 08/2024 → 09/2024
  Hobby Lobby
  Boone, NC
• 07/2022 → 04/2023
  Green Brothers Juice & Smoothie Co.
  Charlotte, NC
• 08/2021 → 06/2022
  Self-Employed
  Charlotte, NC
• 06/2020 → 07/2021
  Chick-Fil-A
  Charlotte, NC
• 05/2023 → 08/2023
  Unemployed
  Charlotte, NC
• 08/2010 → 05/2021
  Carmel Christian School
  Matthews, NC
• 06/2025 → 08/2025
  Tri Pointe Homes
  Charlotte, NC
• 08/2026 → Present
  Bank Of America, N.A.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-01-12

Other Names

• Emma I Urso