Caylin Christine Haxel

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

• 01/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Quincy, IL
• 05/2017 → 12/2019
  Enterprise Rent-A-Car
  Quincy, IL
• 08/2014 → 06/2017
  Joe's Station House
  Normal, IL
• 08/2014 → 05/2017
  Illinois State University
  Normal, IL
• 12/2025 → Present
  Bank Of America, N.A.
  Quincy, IL

Other Businesses

I*918305For profit or not for profit: Entity For ProfitName of outside business organization: HaxLeap LLCInvestment related: NAddress of business: Quincy, Illinois, 62305Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 7/1/2022Number of hours devoted: 2 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Member, Own Airbnbs I*2796274, Entity Type: Entity Charitable, Name of OBA: Quincy Children's Museum, Address: Quincy, Illinois, 62301, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 09/17/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Serve on the board, Transform the lives of children and families by inspiring curiosity, creativity, connection, and discovery through interactive exhibits and programs.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-26

Other Names

• Caylin Christine Cain
• Caylin Haxel