Allen Louis Treco

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Previous Registrations

• 2007-07-30 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Dallas, TX
  Boston, MA
• 2005-04-15 → 2007-08-02
  Northwestern Mutual Investment Services, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX

Other Businesses

I*113900 For profit or not for profit: For-Profit Organization Name of outside business organization: Vacation Home for Short Term Rental Address of business: Long Island, 0 Nature of business: Family Business, Position, title, association: Family Held, Start date of relationship: 5/1/2018 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My family has a house in The Bahamas. It is my intention to make the house available for short term vacation rentals through VRBO.com.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-08
• S65 Uniform Investment Adviser Law Examination
  1992-12-08

Other Names

• Al Treco
• Allen L Treco