George Lee Murdoch

$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:

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-08-31

Branch Locations

12099 Rockville Pike, Rockville, MD 20852 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rockville	MD	06/2026	Present
Unemployed	Takoma Park	MD	10/2025	06/2026
Scouting America National Capital Area Council	Bethesda	MD	05/2023	09/2025
Scouting America Conquistador Council	Roswell	NM	06/2019	04/2023
Scouting America Crossroads Of America Council	Indianapolis	IN	08/2014	06/2019
Bank Of America, N.A.	Rockville	MD	08/2026	Present

06/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rockville, MD
10/2025 → 06/2026

Unemployed

Takoma Park, MD
05/2023 → 09/2025

Scouting America National Capital Area Council

Bethesda, MD
06/2019 → 04/2023

Scouting America Conquistador Council

Roswell, NM
08/2014 → 06/2019

Scouting America Crossroads Of America Council

Indianapolis, IN
08/2026 → Present

Bank Of America, N.A.

Rockville, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-31