Grace Monroe Marshall

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

• 03/2017 → 11/2017
  Fidelity Brokerage Services Llc
  Albuquerque, NM
• 08/2016 → 02/2017
  Fidelity Investments Institutional Operations Company Inc
  Albuquerque, NM
• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 12/2017 → 03/2018
  Unemployed
  Marquette, MI
• 03/2018 → 03/2019
  Mbank
  Marquette, MI
• 05/2019 → Present
  Bank Of America, N.A.
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-05-18

Other Names

• Grace Monroe Roberson
• Grace Monroe Reese
• Grace Reese
• Grace Monroe Marshall