FINANCIAL_SERVICESRECOMMENDED

Merrill Lynch Recommended for Investment Depository

The Board agenda recommends Merrill Lynch, Pierce, Fenner & Smith, Inc. as a depository for district funds for the 2025-26 year. This suggests continued or planned use of Merrill Lynch for investment or custodial services.

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 date
2026-06-30
Renewal
Part of annually approved depositories; intended relationship extends through June 30, 2026, if confirmed by Board action.
Document type
Agenda
Source document
roseville_community_schools_annual_organizational.pdf

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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_annual_organizational.pdf (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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