Sara Bee Pichette

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

• 10/2013 → 01/2017
  Transamerica Capital Inc
  Denver, CO
• 02/2017 → 03/2018
  Blackrock
  Boston, MA
• 02/2017 → 03/2018
  Blackrock Investments, Llc
  Boston, MA
• 03/2018 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 04/2018 → 09/2021
  Bank Of America, N.A.
  Manchester, NH
• 08/2021 → 06/2026
  Impax Asset Management Llc
  Portsmouth, NH
• 09/2021 → 06/2026
  Foreside Financial Services, Llc
  Portsmouth, NH
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 07/2026 → Present
  Bank Of America, N.A.
  Manchester, NH

Previous Registrations

• 2018-04-03 → 2021-09-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
  Manchester, NH
  Boston, MA
  Manchester, NH
• 2017-12-19 → 2018-03-06
  Blackrock Investment Management, Llc
  Boston, MA
  Princeton, NJ

Other Businesses

I*410001, Entity Type Entity Charitable, Name of OBA: New Hampshire Businesses for Social Responsibility Address: Concord New Hampshire 03302 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/17/2025 No Hours: 5 Monthly No Hours during trading: 2 Monthly Duties: Vice Chair of Board of Directors New Hampshire Businesses for Social Responsibility convenes, inspires, and supports businesses and their community stakeholders to improve our workplaces, our communities and the environment. I*4772331, Entity Type Entity For Profit, Name of OBA: Mill Falls Charter School Address: Manchester New Hampshire 03109 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/11/2020 No Hours: 2 Monthly No Hours during trading: 0 Duties: Board Chair. Attend and run monthly Board meetings, attend school-related events throughout the year, connect Executive Director to community partners/networks. Public Charter School.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-01
• S66 Uniform Combined State Law Examination
  2017-12-19
• S63 Uniform Securities Agent State Law Examination
  2015-10-16

Other Names

• Sara Jeanne Bee
• Sara Bee
• Sara B Pichette
• Sara Bee Pichette