Erin E Timmerding

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

• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Mitchell, KY
• 03/2016 → Present
  Bank Of America, N.A.
  Fort Mitchell, KY

Previous Registrations

• 1999-08-16 → 2016-01-19
  Ubs Financial Services Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

I*1397332For profit or not for profit: Name of outside business organization: YWCA CincinnatiInvestment related: NAddress of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , member of a committee to review current investments, collect information from the investment advisors and give any feedback to the board of directors.I*: 1991278Entity Type: Name of OBA: St. Ursula AcademyAddress: Cincinnati, OhioInvestment Related: NoPosition, Title, Association: fund raising committeeEmployee Start Date: 8/29/24Number of Hours: 4 hrs mthlyNumber of Hours during trading: 4 hrs mthlyDuties: Parent volunteer on Parent Board and school fundraiser.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-22
• S63 Uniform Securities Agent State Law Examination
  1995-12-01

Other Names

• Erin Elizabeth Kern
• Erin Elizabeth Timmerding
• Erin K Timmerding
• Erin Kern Timmerding
• Erin E Kern