Emily Nicole Box

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

• 04/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 05/2016 → 01/2018
  First Coast News
  Jacksonville, FL
• 02/2015 → 12/2016
  Wuft Pbs
  Gainesville, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-03-23

Other Names

• Emily Nicole Crissman
• Emily Box