Clayton B Millard

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

• 09/1997 → Present
  Merrill Lynch
  New York, NY
• 09/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, NY
• 06/2011 → Present
  Bank Of America,N.A.
  Pittsford, NY

Other Businesses

I*29112 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE NATURE CONSERVANCY (CENTRAL AND WESTERN NY) INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1048 UNIVERSITY AVENUE 1751 PINNACLE DR. MCCLEAN, V 4245 NORTH FAIRFAX DR ARLINGTON VA 22203 ROCHESTER, NEW YORK 14607 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/16/2006 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: OFFICER DIRECTOR/BOARD MEMBER SUBCOMMITTEE MEMBER I AM A MEMBER OF THE FINANCE COMMITTEE AND LEAD THE STRATEGIC PLANNING COMMITTEE.

Exams

• S66 Uniform Combined State Law Examination
  1998-02-02

Other Names

• Clayton L Millard
• Clayton Lindsey Millard