Trenton Ray Hollas

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

• 07/2015 → 10/2019
  Valic Financial Advisors Inc. / Aig Retirement Services
  Houston, TX
• 10/2019 → 06/2020
  Ubs Financial Services Inc.
  Houston, TX
• 06/2020 → 04/2022
  Rockefeller Financial Llc
  Dallas, TX
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2022 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2020-06-05 → 2022-05-04
  Rockefeller Financial Llc
  Houston, TX
  Dallas, TX
• 2019-12-03 → 2020-06-16
  Ubs Financial Services Inc.
  Houston, TX

Other Businesses

I*1947329 Entity Type: For Profit Name of OBA: Zynding LLC Address:Houston, TX Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:01/01/2025 No Hours: 2 Monthly No Hours during trading:0 Duties:Owner & investor in new venture that will own & operate vending machines. My job, as one of six equal partners is to provide a small amount of investment and time refilling products as needed.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-03
• S63 Uniform Securities Agent State Law Examination
  2015-09-16

Other Names

• Trenton Hollas