Ruby Tumusiime

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

• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 07/2019 → 08/2019
  Zambrero's Mexican Grill
  Cambridge, MA
• 02/2020 → 05/2020
  Moore Youth Center
  Cambridge, MA
• 09/2020 → 12/2020
  City Of Cambridge
  Cambridge, MA
• 06/2021 → 08/2021
  New England Aquarium
  Boston, MA
• 02/2022 → 06/2022
  Playa Bowls
  Cambridge, MA
• 08/2024 → 07/2025
  Tufts University
  Medford, MA
• 06/2023 → 08/2023
  Atlantic Global Risk
  Boston, MA
• 06/2024 → 08/2024
  Bank Of America
  Washington, DC
• 04/2015 → 07/2019
  N/A
  Kampala
• 08/2019 → 02/2020
  Cambridge Rindge And Latin School
  Cambridge, MA
• 05/2020 → 09/2020
  Cambridge Rindge And Latin School
  Cambridge, MA
• 12/2020 → 06/2021
  Cambridge Rindge And Latin School
  Cambridge, MA
• 08/2021 → 02/2022
  Tufts University
  Medford, MA
• 06/2022 → 07/2022
  N/A
  Palmer, MA
• 07/2022 → 06/2023
  Tufts University
  Medford, MA
• 08/2023 → 06/2024
  Tufts University
  Medford, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24

Other Names

• Ruby K Tumusiime