Hilary Thomas Baumstarck

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

• 03/1997 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Carmel, CA
• 09/2009 → Present
  Bank Of America, N.A.
  Carmel, CA

Other Businesses

I*350070, Entity Type: Entity For Profit, Name of OBA: Pine Street Studios, Address: Portland, Oregon 97215, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 08/01/2005, No Hours: 1, No Hours during trading: 0, Duties: Limited partner

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-30
• S63 Uniform Securities Agent State Law Examination
  1997-05-16

Other Names

• Bill Baumstarck
• Hillary T Baumstarck
• Hillary Thomas Baumstarck