Justin Skaggs

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

• 01/2010 → Present
  Trinity Restaurant Group
  Newport Beach, CA
• 10/2016 → Present
  Bank Of America, N.A.
  Okemos, MI
• 10/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Okemos, MI
• 08/2016 → 10/2016
  Unemployed
  Holt, MI

Other Businesses

1. Trinity Restaurant Group, Not Investment-related, Newport Beach, CA, USA, District Manager, Start Date: 01/01/2010, 50 hrs per week, 35 trading hrs per week, Management, Duties: oversee 5 full service restaurants.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-04
• S63 Uniform Securities Agent State Law Examination
  2016-06-01

Other Names

• Justin Daniel Skaggs