Mary B Schanck

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

• 12/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dothan, AL

Previous Registrations

• 2000-10-01 → 2004-01-20
  Wells Fargo Clearing Services, Llc
  Tampa, FL

Other Businesses

I*4865269, Entity Type: , Name of OBA: MLPF& S CUST FPO J C M IRA FBO J C M, Address: Greenville, Michigan, 48838, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/09/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2015-05-20
• S63 Uniform Securities Agent State Law Examination
  1999-02-18

Other Names

• Mary Beth Meissner
• Mary Beth Meissner
• Mary Beth Schanck