Juliette Browne

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

• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 10/2024 → 10/2025
  Intellectus Partners
  San Francisco, CA
• 07/2023 → 08/2023
  Jefferies
  New York, NY
• 06/2022 → 08/2022
  Fortress Investment Group
  Dallas, TX
• 09/2015 → 06/2019
  Unemployed
  Dallas, TX
• 09/2019 → 06/2022
  Stanford University
  Stanford, CA
• 08/2022 → 07/2023
  Stanford University
  Stanford, CA
• 08/2023 → 06/2024
  Stanford University
  Stanford, CA
• 06/2024 → 10/2024
  Unemployed
  San Francisco, CA
• 01/2025 → Present
  Sacred Heart Preparatory School
  Atherton, CA
• 06/2017 → 07/2017
  Cane Rosso Kanjiklub Llc
  Carrollton, TX
• 09/2024 → Present
  Steps Lacrosse
  San Francisco, CA
• 02/2025 → Present
  Stanford University
  Stanford, CA

Other Businesses

I*3129285, Entity Type Entity For Profit, Name of OBA: Premier Lacrosse, LLC Address: Novato California 94947 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 09/08/2024No Hours: 6 weekly No Hours during trading: 0 Duties: Head coach for a high school club lacrosse team. I am a lacrosse coach for this organization I*3131273, Entity Type Entity For Profit, Name of OBA: Sacred Heart Schools Address: Atherton California 94027 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/19/2026 No Hours: 8 weekly No Hours during trading: 0 Duties: Assistant coach for the girls varsity lacrosse team, Varsity lacrosse assistant coach I*3131274, Entity Type Entity For Profit, Name of OBA: Stanford University Address: Stanford California 94305 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 02/07/2026 No Hours: 8 monthly No Hours during trading: 0 Duties: Provide color commentary on ACC Network Extra and Stanford Broadcast for the women's lacrosse games, Color commentator for Stanford Sports Broadcasting

Exams

• S66 Uniform Combined State Law Examination
  2026-03-28

Other Names

• Juliette Louise Browne