Trent Cowieson

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

• 12/2018 → 07/2020
  Edward Jones
  St Louis, MO
• 08/2018 → 12/2018
  Heritage Harbour Golf Club
  Bradenton, FL
• 05/2018 → 08/2018
  Unemployed
  Estero, FL
• 01/2018 → 05/2018
  Scotlynn Usa Division
  Estero, FL
• 05/2015 → 04/2018
  Estero Golf And Country Club
  Estero, FL
• 07/2020 → 10/2020
  Unemployed
  Bradenton, FL
• 10/2020 → 02/2021
  The Links At Greenfield Plantation
  Bradenton, FL
• 02/2021 → Present
  Merrill Lynch
  Bradenton, FL
• 08/2013 → 05/2018
  Florida Gulf Coast University
  Fort Myers, FL
• 08/2025 → Present
  Bank Of America, N.A.
  Bradenton, FL

Previous Registrations

• 2019-02-06 → 2020-07-07
  Edward Jones
  Bradenton, FL
  Bradenton, FL
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-02-01

Other Names

• Trent Zava Cowieson