FINANCIAL_SERVICESRECOMMENDED

Merrill Lynch Proposed For District Investment Funds

Roseville Community Schools lists Merrill Lynch, Pierce, Fenner & Smith, Inc. as a financial institution for holding and managing district funds in 2025-26, with safekeeping provided by Bank of America. The designation is recommended in the bank depositories section.

Status
RECOMMENDED
Document date
July 7, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Merrill Lynch Pierce Fenner & Smith Inc
Agency
Roseville Community Schools · MI

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2025-26 school year
Renewal
Represents an ongoing or renewed relationship for investment and brokerage services for 2025-26; specific renewal terms are not provided.
Document type
Agenda
Source document
roseville-community-schools-board-of-education-annual-organizational-meeting-agenda-jul-7-2025_760.md

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Roseville Community Schools?

Merrill Lynch Pierce Fenner & Smith Inc was awarded this financial services contract by Roseville Community Schools, as recorded on July 7, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in roseville-community-schools-board-of-education-annual-organizational-meeting-agenda-jul-7-2025_760.md (Agenda), dated July 7, 2025 from Roseville Community Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Merrill Lynch Pierce Fenner & Smith Inc hold?

Merrill Lynch Pierce Fenner & Smith Inc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Merrill Lynch Pierce Fenner & Smith Inc's profile

What is Roseville Community Schools currently buying?

Explore Roseville Community Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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