Stefanie Pierce Taylor

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

• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2020 → 03/2024
  Best Buddies International
  Chicago, IL
• 01/2019 → 01/2020
  Leukemia & Lymphoma Society
  San Francisco, CA
• 01/2020 → 08/2020
  Unemployed
  San Anselmo, CA
• 05/2011 → 01/2019
  Fair Housing Advocates Of Northern California
  San Rafael, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-04

Other Names

• Stefanie Pam Taylor
• Stefanie Taylor Glassner
• Stefanie Pierce Taylor