Seth John Hedge

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Billings, MT
• 02/2009 → 02/2018
  Campus Crusade For Christ
  Bozeman, MT
• 01/2016 → 05/2018
  Montana State University
  Bozeman, MT
• 05/2017 → 07/2017
  Eide Bailly Llp
  Fargo, ND
• 08/2018 → Present
  Bank Of America, N.A.
  Billings, MT

Other Businesses

I*456420, Entity Type: Entity Charitable, Name of OBA: Montana Campus Crusade for Christ Endowment, Inc., Address: Bozeman, Montana 59106, Investment Related: N, Position, Title, Association: Director, Employee Start Date: 07/13/2015, No Hours: 4, No Hours during trading: 0, Duties: The purpose of the entity is a permanent endowment to fund a ministry called Cru (Campus Crusade for Christ) at Montana State University. As secretary my job is to file the annual report with the MT Secretary of State and record meeting minutes

Exams

• S66 Uniform Combined State Law Examination
  2018-09-19

Other Names

• Seth Hedge