Pieter L Van Der Heide

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

• 07/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America,N.A.
  New York, NY

Other Businesses

I*130426 For profit or not for profit: Non-Profit Organization Name of outside business organization: Barry University Investment related: No Address of business: Miami Shores, Florida 33161 Position, title, association: Committee member Start date of relationship: 5/1/2020 Number of hours devoted: 15 hours Annually Number of hours devoted during trading hours: 3 hrs Duties: I will take a role on Board of Trustees for the University.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-01
• S63 Uniform Securities Agent State Law Examination
  1994-01-31

Other Names

• Pieter Louis Vanderheide
• Pieter Louis Van Der Heide