Morgan Taylor Vicknair

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

• 08/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 07/2018 → 08/2018
  Bank Of America Private Bank
  Houston, TX
• 08/2016 → 05/2020
  Southern Methodist University
  Houston, TX
• 05/2020 → 08/2020
  Unemployed
  Houston, TX
• 06/2017 → 07/2017
  Carrizo Oil And Gas
  Houston, TX
• 10/2020 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*412588 Entity Type: For Profit Name of outside business organization: MCV II Investment related: No Address of business: Houston, Texas, 77024 Nature of business: Limited Partnership Position, title, association: Other, Treasurer Start date of relationship: 2/19/2019 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Limited Partner, MCV II LLC is a pass-through LLC for real estate investing. I am a 15 percent limited Partner. I*4519303 Entity Type: Fiduciary role Name of OBA: M. T. V. TTEE MR G. M V. TTEE U/A DTD 12/12/2014 Address: Houston, Texas, 77024 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/04/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Self, Uncle

Exams

• S66 Uniform Combined State Law Examination
  2021-01-04