Solon Burgess Linton

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

• 12/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Missoula, MT
• 11/2009 → Present
  Bank Of America, Na
  Missoula, MT

Other Businesses

I*1029265, Entity Type: Entity For Profit, Name of OBA: Project, LLC, Address: Missoula, Montana 59802, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/12/2022, No Hours: 1, No Hours during trading: 0, Duties: Residential Rental real estate

Exams

• S66 Uniform Combined State Law Examination
  2005-04-01