Mary Foust

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

• 07/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2009 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2001-01-16 → 2002-07-26
  Robertson Stephens, Inc.
  San Francisco, CA

Other Businesses

Status: APPRVD I*1074391 For profit or not for profit: Entity Charitable Name of outside business organization: sausalitobeautiful.org Investment related: N Address of business: Sausalito, California Nature of business: ["Charitable Organization"] Position, title, association: ["Treasurer","Board Member","Director"], Start date of relationship: 11/16/2022 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Our Mission is to create, enhance, and protect Sausalito's public green spaces

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-22
• S63 Uniform Securities Agent State Law Examination
  1986-08-29

Other Names

• Mary K Foust
• Mary Katherine Foust