ContractInvestment Advisory Agreement • December 26th, 2022 • New York
Contract Type FiledDecember 26th, 2022 JurisdictionThis Agreement defines the investment advisory relationship between you and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), and its Affiliate, Managed Account Advisors LLC (“MAA”), in providing you with the various services available now and in the future (“Services”) through the Merrill Guided Investing with Advisor program (the “Program”).
ContractInvestment Advisory Agreement • February 24th, 2021 • New York
Contract Type FiledFebruary 24th, 2021 JurisdictionThis Agreement defines the investment advisory relationship between you and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), and its Affiliate, Managed Account Advisors LLC (“MAA”), in providing you with the various services available now and in the future (“Services”) through the Merrill Guided Investing with Advisor program (the “Program”).