Timothy J Gibson

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

• 07/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, WV
• 09/2011 → Present
  Bank Of America, N.A.
  Charleston, WV

Previous Registrations

• 2011-05-10 → 2011-07-15
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Richmond, VA

Other Businesses

I*275 For profit or not for profit: Name of outside business organization: Rental Investment related: Address of business: Charleston, West Virginia 25314 Nature of business: Compensation for Activity: Position, title, association: , Start date of relationship: 11/1/2017 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 I*2029260, Entity Type, Entity Charitable, Name of OBA: United Way of Greensboro, Address: Greensboro, NC, 27405, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 10/09/2024, No Hours: 5hrs/Mo, No Hours during trading: 2, Duties: Board Member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-09
• S63 Uniform Securities Agent State Law Examination
  2011-04-25

Other Names

• Timothy James Gibson