Thomas Woodward Hutson-Wiley

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

• 08/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2009 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2000-06-23 → 2002-08-15
  Robertson Stephens, Inc.
  New York, NY

Other Businesses

I*1797317, Entity Type: Fiduciary role, Name of OBA: T W H E G JR TTEE DTD 12/17/2023 , Address: Mill Valley,California 94941, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/17/2024, No Hours: 1, No Hours during trading: 0, Duties: Fiduciary role I*2182263, Entity Type: , Name of OBA: MLPF& S CUST FPO D E B IRA FBO D E B, Address: mill valley, California, 94941, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 30-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2247277, Entity Type: , Name of OBA: T W H-W IV , Address: rosemary beach, Florida, 32461, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 18-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  1998-10-16

Other Names

• Thomas W Hutsonwiley
• Thomas Woodward Hutsonwiley