Lindsay J Prewitt

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2024 → 07/2025
  Austin Community College
  Austin, TX
• 01/2019 → 05/2025
  Austin Community College
  Austin, TX
• 10/2023 → 01/2024
  Fresas
  Austin, TX
• 02/2024 → 04/2024
  Unemployed
  Austin, TX
• 04/2023 → 05/2023
  Cheba Hut/Quattro E Venti
  Austin, TX
• 05/2023 → 06/2023
  Uchi
  Austin, TX
• 07/2022 → 05/2023
  Blenders And Bowls
  Austin, TX
• 01/2015 → 12/2021
  University Of Texas
  Austin, TX
• 05/2021 → 09/2021
  Swedish Hill
  Austin, TX
• 07/2023 → 09/2023
  Unemployed
  Austin, TX
• 01/2019 → 03/2019
  Oasis Outsourcing
  Austin, TX
• 08/2021 → 12/2021
  University Of Texas
  Austin, TX
• 06/2017 → 08/2017
  Westover Hills Country Club
  Austin, TX
• 06/2018 → 08/2018
  The Courtyard Country Club
  Austin, TX
• 12/2025 → Present
  Bank Of America, N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-10-27