Stephan Thelusme

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Braintree, MA
• 07/2015 → Present
  Bank Of America, N.A.
  Braintree, MA

Other Businesses

I*1335256 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/6/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I*2250287, Entity Type: , Name of OBA: S P, Address: Bridgewater, Massachusetts, 02324, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 18-Aug-2017, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2010-05-01
• S63 Uniform Securities Agent State Law Examination
  2004-05-20