Erin Elizabeth Doody

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

• 01/2018 → 02/2025
  Morgan Stanley
  New York, NY
• 06/2015 → 12/2016
  Whole Foods Market
  Glastonbury, CT
• 08/2013 → 08/2018
  University Of Connecticut
  Storrs, CT
• 01/2017 → 01/2018
  Whole Foods Market
  Louisville, KY
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2019-03-14 → 2025-02-25
  Morgan Stanley
  Louisville, KY
  Chicago, IL
  New York, NY

Other Businesses

I*: 2667290 Entity Type: Name of OBA: J J D III Address: Colchester, Connecticut, 06415 Investment Related: No Position, Title, Association: CONSERVATOR Employee Start Date: 06/06/2023 No Hours: 1 YEARLY No Hours during trading: 0 Duties: My responsibilities include managing my father's medical needs and ensuring he has proper shelter, food, and clothing.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-14

Other Names

• Erin Elizabeth Doody
• Erin Doody