Troy Stephen Edwards

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

• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 11/2008 → 10/2018
  The Labrada Group
  Upland, CA
• 12/2018 → Present
  Bank Of America, N.A.
  Beverly Hills, CA

Other Businesses

I*1895367 Entity Type: Charitable Name of OBA: Saint Finbar Parish School Address:Burbank, CA Investment Related:No Position, Title, Association:Board Member Start Date:08/01/2024 No Hours: 10 Monthly No Hours during trading:0 Duties:Board organizes and supports the fundraising and social activities of of the St. Finbar Parish elementary school.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-25

Other Names

• Troy Edwards