Gary E Merriman

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

• 04/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tallahassee, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Tallahassee, FL

Other Businesses

I*1685291 Entity Type: For Profit Name of OBA: JBG Timber, LLC Address:Ideal, GA, 31041 Investment Related:No Position, Title, Association:Owner Employee Start Date:01/21/2024 No Hours: 10 No Hours during trading:0 Duties:This is raw land with some timber on it that will primarily be used for hunting. The LLC will consist of myself, my son, and a friend (not a ML client)

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-07
• S65 Uniform Investment Adviser Law Examination
  1994-06-07

Other Names

• Gary E Merriman
• Gary Edward Merriman