| MERRILL LYNCH & CO INC www.ml.com | | Industry Group Code: 523110 | | | | Ranks within this company's industry group: | | Sales: 3 | Profits:29 |
| | | Brokers/Stocks: | | Broker: | Y | | Investment Bank: | Y | | Futures/Options: | | | | | | | | | | |
| | Investments: | | Funds: | Y | | Annuities: | | | Financial Planning: | Y | | Venture Capital: | Y | | Private Equity: | Y | | | |
| | Asset Management: | | Investment Mgmt.: | Y | | Employee Benefits: | Y | | Fund Advisors: | Y | | Futures/Options: | | | | | |
| | Exchanges: | | Exchange: | | | Stock Specialist: | | | | | | | | | |
| | Services: | | Financial Printing: | | | Consulting/Research: | Y | | Transfers/Payments: | | | Specialty Services: | Y | | | | | |
| | Technology: | | Financial Software: | | | Financial Information: | | | Online Systems: | | | IT Consulting: | | | | | |
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| TYPES OF BUSINESS: | BRANDS/DIVISIONS/AFFILIATES | Stock Brokerage & Investment Banking
Research Services
Financial Planning Services
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| Global Securities & Economics Group
BlackRock Inc
First Republic Bank
Merrill Lynch Bank & Trust Co
| | CONTACTS: Note: Officers with more than one job title may be intentionally listed here more than once. | Brian Moynihan, Pres., Global Banking & Wealth Mgmt.
James Forbes, Head-Global Principal Investments
Bryan Weadock, Head-Americas Fixed Income Sales
Steven Niemczyk, Head-Asset Mgmt. Investment Banking
Tom Montag, Pres., Global Markets
| | Phone: 212-449-1000 | | Fax: 212-449-9418 | | Toll-Free: 800-637-7455 | Address: 4 World Financial Center, 250 Vesey St.
New York, NY 10080, US |
| | GROWTH PLANS/SPECIAL FEATURES | | Merrill Lynch & Co., Inc., a holding company, is a wealth management, capital markets and advisory firm. The firm is one of the largest brokerages in the world, managing over $2.5 trillion in client assets. The company’s services include corporate and investment banking services such as commercial lending, high-yield debt, equity and mergers and acquisitions review; personal wealth management; private banking; and retail brokerage. Merrill Lynch operates in two segments: global markets and investment banking (GMI); and global wealth management (GWM). The GMI segment, provides trading, capital markets services, investment banking and advisory services to corporations, financial institutions, institutional investors and governments around the world. GMI also provides clients with financing, securities clearing, settlement and custody services and engages in principal and private equity investing. The segment’s investment banking division provides securities origination and strategic advisory services for issuer clients, including underwriting and placement of public and private equity, debt and related securities, as well as lending and other financing activities for clients globally. The GWM segment provides brokerage, investment advisory and financial planning services, offering both proprietary and third-party wealth management products and services globally to individuals, small- to mid-size businesses and employee benefit plans. Merrill Lynch provides research services on a global basis through its Global Securities & Economics Group. The company also owns a 50% stake in private equity firm BlackRock, Inc. In September 2008, following massive losses, the firm agreed to be acquired by Bank of America. The deal closed in January 2009. |
| FINANCIALS: Sales and profits are in thousands of dollars-add 000 to get the full amount. Yr. 2009 note: Fiscal 2009 results were not available for all companies at press time. For this company, yr. 2009 is for 12 months. | | 2009 Sales: | Unavailable | | 2009 Profits: | Unavailable | | | 2008 Sales: | $16,784,000 | | 2008 Profits: | ($27,612,000) | | | 2007 Sales: | $62,675,000 | | 2007 Profits: | ($7,777,000) | | | 2006 Sales: | $69,352,000 | | 2006 Profits: | $7,499,000 | | | 2005 Sales: | $46,848,000 | | 2005 Profits: | $5,116,000 | | Stock Ticker: MER | Employees: | Fiscal Year Ends: 12/31 |
| SALARIES/BENEFITS: | | Pension Plan: | ESOP Stock Plan: | Profit Sharing: | | Savings Plan: Y | Stock Purch. Plan: | | | | | | Top Exec. Salary: | Bonus: | | Second Exec. Salary: | Bonus: |
| OTHER THOUGHTS: | LOCATIONS: ('Y' = YES) | | Apparent Top Female Officers: | W | SW | MW | SE | NE | INTER. | | Hot Spots for Advancement for Women/Minorities: Y | Y | Y | Y | Y | Y | Y |
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