Trey Kyle Lawson

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

• 12/2015 → 09/2017
  Morgan Stanley Smith Barney Llc
  Abilene, TX
• 02/2016 → 09/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 11/2017 → Present
  Bank Of America, N.A.
  Tyler, TX

Previous Registrations

• 2016-03-04 → 2017-09-20
  Morgan Stanley
  Abilene, TX

Other Businesses

I*: 2239330 Entity Type: Charitable Name of OBA: Bethesda Health Clinic Address: Tyler, TX 75702 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Healthcare organization. Board member

Exams

• S66 Uniform Combined State Law Examination
  2016-03-04