Tomoe Odahara

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

• 04/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2017 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*3823267 Entity Type: N/A Name of OBA: The Harvard Club of New York City Address: New York, New York, 10036 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/09/2026 Number of Hours: 0.5, Monthly Number of Hours during trading: 0, Monthly Duties: The Harvard Club of New York City is a private gathering place for Harvard alumni to connect and build community, offering social events, dining, lectures and fitness facilities. Alongside the other fellow committee members, to assist the club with its budget and financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-09