Valerie Joy Multra

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

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2024 → 05/2024
  Occo Luxury Spa
  Columbia, SC
• 06/2023 → 08/2023
  Merrill Lynch
  Chicago, IL
• 08/2022 → 12/2022
  Pearlz Oyster Bar
  Columbia, SC
• 05/2022 → 08/2022
  Femme X Columbia
  Columbia, SC
• 01/2022 → 04/2022
  Starbucks
  Columbia, SC
• 06/2018 → 08/2022
  Ymca Of Metropolitan Chicago
  Lake Zurich, IL
• 05/2020 → 08/2021
  Village Of Lake Zurich
  Lake Zurich, IL
• 01/2021 → 05/2021
  University Of South Carolina
  Columbia, SC
• 06/2019 → 08/2019
  Philips Taiwan
  Taipei
• 09/2022 → 12/2022
  Homegrown Hospitality
  Columbia, SC
• 05/2022 → 09/2022
  Cowboy Brazilian Steakhouse Llc
  Columbia, SC
• 08/2020 → 05/2024
  University Of South Carolina
  Columbia, SC
• 01/2015 → 06/2018
  Lake Zurich High School
  Lake Zurich, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-06-02