Colin P Douglas

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

• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2021 → Present
  Luggers Llc
  Long Beach Township, NJ
• 01/2022 → 05/2025
  Sidekicks Respite Services
  Hamilton, NJ
• 09/2021 → 05/2025
  Rider University
  Lawrenceville, NJ
• 01/2022 → 01/2023
  Cafe Antonios
  Hamilton, NJ
• 09/2017 → 06/2021
  Nottingham Highschool
  Hamilton, NJ
• 09/2014 → 06/2017
  Crockett Middle School
  Hamilton, NJ

Other Businesses

I*3104273 Entity Type: Entity For Profit Name of OBA: Luggers LLC Address: Long Beach Township, New Jersey, 8008 Investment Related: No Position, Title, Association: Director Employee Start Date: 03/15/2021 Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: A business start-up in the service industry, the company will be in its 5th year providing services in the summer of 2026. Fairly new so not a large company. Provides beach set-ups and break-downs (placing chairs, umbrellas, cabanas, etc..) in the morning (set-ups) and the evening (break-downs) between 7am-12pm and 4pm-8pm respectively. There are approximately 6-8 employees at a time subject to an increase based on the demand for services. Operations Director. Overseeing day-to-day operations and long-term growth. Communicating with Assistant Directors virtually to confirm proper completion of tasks and efficient operations. This will not interfere with my tasks for the corporation or over-lap time wise during my scheduled work ours for the corporation (8 - 4:30).

Exams

• S66 Uniform Combined State Law Examination
  2026-02-12