Paul L Meinhold

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

• 04/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hemet, CA
• 06/2011 → Present
  Bank Of America,N.A.
  Indian Wells, CA

Other Businesses

I*464892, Entity Type: Entity For Profit, Name of OBA: McLean Farm Trust, Address: Denver, Colorado 80202, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 07/18/2016, No Hours: 2, No Hours during trading: 2, Duties: LLC was placed in the Trust and registered with McLean Co., in June of 2018. Now a new lease agreement needs to be established. The purpose of the Trust is to manage a family farm and distribute from estate. P. is a TTEE and not a beneficiary.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-16
• S63 Uniform Securities Agent State Law Examination
  1993-08-04

Other Names

• Paul H Meinhold
• Paul Henry Meinhold