Trent A Pauls

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

• 08/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 08/2017 → Present
  Bank Of America, N.A.
  Austin, TX
• 05/2016 → 07/2017
  Signpost
  Austin, TX

Previous Registrations

• 2015-08-17 → 2016-02-18
  Edward Jones
  Tempe, AZ
  Baton Rouge, LA
  St Louis, MO
  Austin, TX

Other Businesses

I*: 2559259 Entity Type: Charitable Name of OBA: American Cancer Society Address: Houston, TX 77024 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 06/20/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: Assist with event planning for the committee members.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-03

Other Names

• Trent Pauls
• Trent Alexander Pauls
• Trent A Pauls