Ann T Onhaizer

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

• 06/1991 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
• 07/2011 → Present
  Bank Of America, N.A.
  Virginia Beach, VA

Other Businesses

I*458562 For profit or not for profit: Name of outside business organization: Eastern Shore Chapel Episcopal Church Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Church or Religious Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 6/13/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I meet monthly with the church Vestry council to discuss normal church activities. I have no financial authority.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-27
• S63 Uniform Securities Agent State Law Examination
  1988-08-17

Other Names

• Ann Barton Tate
• Ann Barton Onhaizer