Palmer Leonard Skoglund

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

• 03/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 06/2011 → Present
  Bank Of America,N.A.
  Charleston, SC

Other Businesses

I*3301277 Entity Type: N/A Name of OBA: The Charleston Club Address: Charleston, South Carolina, 29401 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: It is a social club. No specific responsibilities. Due to the size of the club they were required to form a board which makes all the social decisions. The Charleston Club is a meeting place for individuals to get to know one another better. Annual dues is the only money the organization tracks. They do not raise money for the community. Our employees role is to help organize social events for the members, Ex. parties, nights out etc. He does not handle any finances.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-08
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Other Names

• Perry Skoglund
• Perry Skoglund