Holly K Traegner

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

• 09/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
• 06/2011 → Present
  Bank Of America,N.A.
  Chagrin Falls, OH

Other Businesses

I*: 2556259Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO P, K H. IRA FBO P. K H.Address: North Royalton, OH 44133Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 06/16/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: POA for parent I*: 2556260Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO P. K H. IRA FBO P. K H.Address: North Royalton, OH 44133Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/16/2025Number of Hours: 1 hr mthyNumber of Hours during trading: 0 Duties: POA for parent I*: 2555267Entity Type: Fiduciary roleName of OBA: P. K H. R. J H. JTWROSAddress: North Royalton, OH 44133Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 06/16/2025Number of Hours: 1 hr mthyNumber of Hours during trading: 0 Duties: POA for parent I*2577290, Entity Type: , Name of OBA: MR R J H TOD BENEFICIARIES ON FILE , Address: North Royalton, Ohio, 44133, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/25/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2577291, Entity Type: , Name of OBA: CUST FPO MR R J H IRA FBO MR R J H, Address: North Royalton, Ohio, 44133, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/25/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2002-07-19