Taylor Liddell Benson

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

• 06/2020 → Present
  Bofa Securities, Inc
  New York, NY
• 08/2016 → 05/2020
  Southern Methodist University
  Dallas, TX
• 03/2017 → 03/2019
  Cotton Island Boutique
  Dallas, TX
• 06/2019 → 08/2019
  Bofa Securities, Inc
  New York, NY
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-08
• S63 Uniform Securities Agent State Law Examination
  2021-06-19

Other Names

• Taylor Benson