Seabron Oliver

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

• 03/2019 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 09/2017 → 07/2018
  Citi Bank
  Jacksonville, FL
• 07/2018 → 03/2019
  Merrill Lynch
  Jacksonville, FL
• 02/2016 → 09/2017
  Powertech America
  West Point, GA
• 11/2021 → Present
  Citigroup
  Jacksonville, FL
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2018 → 03/2019
  Allsource Pps
  Jacksomville, FL
• 04/2008 → 05/2021
  Central Georgia Courier
  Jacksonville, FL

Previous Registrations

• 2022-03-01 → 2022-07-12
  Citigroup Global Markets Inc.
  Jacksonville, FL
• 2021-10-07 → 2021-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-10-05

Other Names

• Shuan Oliver
• Seabron Oliver
• Seabron Deshaun Oliver
• Seabron Mcknight