Amelia Jean Metzler

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

• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 08/2015 → 12/2018
  Saint Francis University
  Loretto, PA
• 12/2018 → 07/2019
  Unemployed
  Highlands Ranch, CO
• 06/2018 → 08/2018
  Bank Of America Merrill Lynch
  Pennington, NJ
• 06/2017 → 08/2017
  North Star Resource Group
  Denver, CO
• 12/2016 → 01/2017
  Victoria's Secret
  Littleton, CO
• 02/2017 → 05/2017
  Saint Francis University
  Loretto, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-08-05

Other Names

• Amelia J Metzler
• Amelia Metzler