Mary M Baccich

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

• 01/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 12/2011 → 05/2018
  Tar Heel Basement Systems
  Boone, NC
• 12/2017 → 12/2018
  Unemployed
  Boone, NC

Previous Registrations

• 2011-04-19 → 2011-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2008-03-27 → 2009-05-11
  Morgan Keegan & Company, Llc
  New Orleans, LA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30

Other Names

• Mary Baccich
• Helen M Baccich
• Helen Mary Baccich
• Mary Baccich Liebkemann
• Helen Mary Baccich Liebkemann
• Mary Baccich Leach
• Helen Mary Baccich Leach
• Mary Leach
• Helen M Leach
• Helen Mary Baccich Leach