Clay W Triplett

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

• 05/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2013 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*3866268 Entity Type: Entity Charitable Name of OBA: Faith Community Church of St. Johns Address: St. Johns, Florida, 32259 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/03/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: It is a Church within my community They've asked me to be on the "Leadership Team." Which is a team of 7 people to assist with managing needs of the church building and grounds, manage the financial decisions for the church and to support needs of the faith for the pastoral staff of the church. It is a unpaid and volunteer role.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-07

Other Names

• Billy Tr Iplett
• Clay William Triplett