Startoria M Stevens

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

• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gainesville, FL
• 11/2007 → 08/2023
  Starbucks
  Gainesville, FL
• 10/2023 → 12/2023
  Unemployed
  Gainesville, FL
• 04/2024 → Present
  Bank Of America, N.A.
  Gainesville, FL

Other Businesses

I*1684290Entity For Profit Name of OBA: Daily Delight Address: Newberry, Florida, 32669Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/13/2023No Hours: 2No Hours during trading: 0Duties:OwnerI*1684291Entity Charitable Name of OBA: Meadowbrook PTA Address: Gainesville, Florida, 32606Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/08/2022No Hours: 2No Hours during trading: 1Duties:DEI/Advocacy Chair

Exams

• S66 Uniform Combined State Law Examination
  2024-05-09

Other Names

• Star Stevens
• Startoria Boston