Lucas Blake Boyd

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

• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA
• 01/2014 → 12/2021
  Bny Mellon
  Pittsburgh, PA
• 01/2022 → 05/2025
  Pnc Private Bank
  Pittsburgh, PA

Previous Registrations

• 2012-08-30 → 2014-01-07
  Pnc Wealth Management Llc
  Latrobe, PA
  Donegal, PA
  Mount Pleasant, PA
  Scottdale, PA
• 2011-05-11 → 2012-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA

Other Businesses

I*: 2480271Entity Type: For ProfitName: Cottage 3 LLC Investment related: NoAddress: Ligonier, Pennsylvania 15658Your position: General Partner/Managing MemberStart date: 05/17/2024The approximate number of hours/month: 5 hrs mthlyNumber of hours during securities trading hours: 0Duties: Single residence used for seasonal rentals. responsibility is routine maintenance on the property. I*3163273 Entity Type: Entity Charitable Name of OBA: American Cancer Society Address: greensburg, Pennsylvania, 15601 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/18/2025 Number of Hours: 15, Yearly Number of Hours during trading: 12, Yearly Duties: provide awareness, education, transportation and treatment & research for cancer patients and caregivers area board of directors to advocate on behalf of the ACS and raise awareness through various events, including the organization's annual golf outing, cancer walks and annual gala. My responsibilities include helping to organize these events, volunteer and community outreach, and educating cancer patients and caregivers on the abundance of resources available through the ACS.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-22

Other Names

• Lucas B Boyd
• Lucas Blake Boyd