Troy D Mottard

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-30
NH	RA	APPROVED	2025-08-27

TX RA
APPROVED

Since 2025-10-30
NH RA
APPROVED

Since 2025-08-27

Branch Locations

1000 S Willow St, Manchester, NH 03103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Manchester	NH	05/2025	Present
Alecs Shoe Store	Nashua	NH	12/2015	05/2025
Bank Of America, N.A.	Manchester	NH	07/2025	Present

05/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Manchester, NH
12/2015 → 05/2025

Alecs Shoe Store

Nashua, NH
07/2025 → Present

Bank Of America, N.A.

Manchester, NH

Other Businesses

I*2498291, Entity Type: Entity For Profit, Name of OBA: Mottard Outdoor Works, Address: Nashua, New Hampshire, 03064, Investment Related: N, Position, Title, Association: Employee, Other, Employee Start Date: 04/26/2026, No Hours: 25 Monthly, No Hours during Trading: 0 Monthly, Duties: mowing, trimming and cleaning about 1 day a week,Landscaping

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-27

S66 Uniform Combined State Law Examination

2025-08-27

View on SEC IAPD