Morgan Mons Sanchez

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 09/2021 → 08/2022
  Invesco, Ltd.
  Atlanta, GA
• 08/2017 → 09/2021
  Invesco, Ltd.
  Atlanta, GA
• 04/2017 → 07/2017
  Henssler Financial
  Kennesaw, GA
• 05/2016 → 09/2016
  Medical Innovation Holdings, Inc.
  Atlanta, GA
• 08/2013 → 05/2017
  Kennesaw State University
  Kennesaw, GA
• 11/2022 → Present
  Bank Of America N.A.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-25