Thomas Christopher Simutis

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

• 05/2018 → 08/2018
  Merrill Lynch
  Houston, TX
• 05/2017 → 05/2018
  The Cypress Club At Lake Travis
  Spicewood, TX
• 08/2015 → 05/2017
  The University Of Alabama
  Tuscaloosa, AL
• 08/2017 → 05/2018
  The University Of Alabama
  Tuscaloosa, AL
• 08/2018 → 05/2019
  The University Of Alabama
  Tuscaloosa, AL
• 03/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2019 → 03/2021
  Invesco
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-27

Other Names

• Tommy Simutis
• Thomas Simutis