Troy K Blodgett

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

• 03/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Madison, WI
• 06/2011 → Present
  Bank Of America, N.A.
  Madison, WI

Previous Registrations

• 2003-12-04 → 2003-12-04
  Walnut Street Securities, Inc.
  Madison, WI

Other Businesses

I*76629 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SIGMA ALPHA EPSILON HOUSING CO., LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 627 N LAKE ST., MADISON, WISCONSIN 53703 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 11/6/2014 NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADVISORY BOARD FOR COLLEGE FRATERNITY I*1244292 For profit or not for profit: Entity Charitable Name of outside business organization: Verona Area High School Investment related: N Address of business: Verona, Wisconsin, 53593 Nature of business: ["School, College or University"] Position, title, association: ["Employee"], Start date of relationship: 8/1/2023 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Football Coach

Exams

• S66 Uniform Combined State Law Examination
  2001-08-04

Other Names

• Troy Kevin Blodgett