Herbert Lee Reed

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

• 12/2013 → Present
  Streed Llc / Swenson Construction
  Jacksonville, FL
• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 04/2016 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

1) 50% OWNER OF RENTAL PROPERTIES SINCE 05/2007. PONTE VEDRA FL 32081. 1 HR/MONTH, NONE DURING TRADING HRS. RENT RECEIVED. 2)STREED LLC GENERAL CONTRACTOR OF PROPERTY PRESERVATION SINCE 08/2013. JACKSONVILLE FL 32073. 1 HR/MONTH, NONE DURING TRADING HRS. I*811385 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Jacksonville, Florida, 32258 Nature of business: Position, title, association: Sole owner, Start date of relationship: 5/2/2022 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2016-06-01

Other Names

• Jr Reed
• Herbert Lee Reed
• Herbert Lee Reed