Caleb Hudson

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

• 03/2022 → 05/2024
  E*Trade Securities Llc
  Temple Terrace, FL
• 03/2014 → 01/2017
  Chick-Fil-A
  Bluffton, SC
• 05/2016 → 08/2018
  Old Oyster Factory
  Hilton Head, SC
• 08/2017 → 05/2018
  Armstrong State College
  Savannah, GA
• 12/2017 → 03/2018
  Parker's Market
  Savannah, GA
• 08/2018 → 07/2021
  Georgia Southern University
  Statesboro, GA
• 05/2019 → 08/2020
  Matthews Marine
  Bluffton, SC
• 01/2021 → 12/2021
  Class Leasing
  Alpharetta, GA
• 11/2016 → 07/2017
  Brooke's Bed & Biscuit
  Bluffton, SC
• 01/2023 → 05/2024
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → 05/2024
  Morgan Stanley
  Temple Terrace, FL
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 05/2019 → 08/2019
  Outback Steakhouse
  Bluffton, SC
• 06/2024 → Present
  Bank Of America, N.A.
  Raleigh, NC

Previous Registrations

• 2023-09-13 → 2024-05-16
  Morgan Stanley
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-07
• S63 Uniform Securities Agent State Law Examination
  2022-07-18

Other Names

• Caleb Rucks Hudson
• Caleb R Hudson