Linda Hill

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

• 09/2012 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporate
  Hilton Head Island, SC

Other Businesses

I*131500 For profit or not for profit: For-Profit Organization Name of outside business organization: Coastal Property Watchers, LLC Investment related: N Address of business Hilton Head Island, South Carolina 29926 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 11/6/2017 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: My husband has a property mgmt. business-primarily watches homes while owners are away & assists with maintenance items. I do not have day to day responsibilities but am an authorized signer if something happens to him. 1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: LINDA HILL - NOTARY PUBLIC 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: 4 ISABELLA COURT, HILTON HEAD ISLAND, SOUTH CAROLINA 29926 5.NATURE OF BUSINESS: OTHER,NOTARY PUBLIC 7.POSITION, TITLE, ASSOCIATION: OTHER, NOTARY PUBLIC 8.START DATE OF RELATIONSHIP: 9/28/2012 9.NUMBER OF HOURS DEVOTED: 6 HOUR(S) ANNUALLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 11.DUTIES: I NOTARIZE DOCUMENTS IN DAY TO DAY BUSINESS FOR MERRILL LYNCH AT NO CHARGE. I*452982 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FORSYTHE JEWELERS INVESTMENT RELATED: N ADDRESS OF BUSINESS: HILTON HEAD ISLAND, SOUTH CAROLINA NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 1/17/2015 NUMBER OF HOURS DEVOTED: 15 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: JEWELRY STORE - I WILL BE WORKING PART TIME AS A SALES ASSISTANT I*81632 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: REFERRAL REALTY CO. INVESTMENT RELATED: N ADDRESS OF BUSINESS: 11 PARK LANE, P.O. BOX 6125 HILTON HEAD, SOUTH CAROLINA 29938 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, INDEPENDENT CONTRACTOR START DATE OF RELATIONSHIP: 11/9/2009 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE A SOUTH CAROLINA SALESMAN REAL ESTATE LICENSE BUT IT WAS PLACED ON REFERRAL STATUS IN 2009. I DO NOT ACTIVELY SELL REAL ESTATE BUT KEEP MY LICENSE ACTIVE BY PERFORMING CONTINUING EDUCATION CLASSES WHEN REQUIRED. I*2036293, Entity Type Fiduciary , Name of OBA: DJH Address: Hilton Head, South Carolina, 29926 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 07-Oct-2024 No Hours: 1 monthly No Hours during trading: 1 monthly Duties:

Exams

• S66 Uniform Combined State Law Examination
  2013-09-21

Other Names

• Linda Sue Matthews
• Linda Matthews Hill