C S Spring

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

• 04/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 12/2009 → Present
  Bank Of America, N.A.
  Camden, SC

Other Businesses

I*2044269, Entity Type Fiduciary, Name of OBA: CSS Address: Camden, South Carolina, 29020 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11-Oct-2024 No Hours: 1 monthly No Hours during trading: 0 Duties: POA for parents

Exams

• S66 Uniform Combined State Law Examination
  2000-06-29

Other Names

• Steven Spring
• C. Steven Spring