Thomas R Mcdonough

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

• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 03/1990 → 09/2025
  Bny
  Boston, MA

Other Businesses

I*2947275Entity Type: Name of OBA: ETM TrustAddress: Massachusetts, 2081Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 03/18/2021Number of Hours: 4, YearlyNumber of Hours during trading: 0, YearlyDuties: I*2948278Entity Type: Name of OBA: T J M Supplemental Needs TrustAddress: Massachusetts, 2081Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 03/18/2021Number of Hours: 10, YearlyNumber of Hours during trading: 0, YearlyDuties: I*2948278Entity Type: Name of OBA: T J M Supplemental Needs TrustAddress: Massachusetts, 2081Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 03/18/2021Number of Hours: 10, YearlyNumber of Hours during trading: 0, YearlyDuties: I*3375265, Entity Type: , Name of OBA: T J M TTEE U/A DTD 03/18/2021 TJM SN TRUST , Address: Walpole, Massachusetts, 02081, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 12/23/2025, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2026-03-13