Hilda Frost

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

• 05/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  New York, NY
• 05/2011 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2006-01-03 → 2006-05-22
  Morgan Stanley Dw Inc.
  New York, NY
  New York, NY

Other Businesses

I*61754 For profit or not for profit: For-Profit Organization Name of outside business organization: Sand Mountain Plaza, LLC Investment related: N Address of business: Rainsville, AL, Alabama 35986 Nature of business: Family Business, Position, title, association: Family Held, Start date of relationship: 6/19/2012 Number of hours devoted: 5 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Family owned SHopping Center I*556249 For profit or not for profit: Name of outside business organization: Tippy's LLC Investment related: N Address of business: Rainsville, Alabama, 35986 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Other"], Start date of relationship: 3/1/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: check monthly deposit of rent, Office rental property for which my 96 year old Father receives all income. I oversee to make sure the rental income is deposited in the LLC account via on line. This is one single office with one tenant. My only responsibility is to view on line deposit of rent monthly and let my Dad know. I*1349281 For profit or not for profit: Entity For Profit Name of outside business organization: 503 Church LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 10/18/2022 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Creating sole member LLC in order to purchase my fathers house to provide him income for his living expenses.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-19