Todd R Mann

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

• 02/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY
• 06/2011 → Present
  Bank Of America,N.A.
  Buffalo, NY

Other Businesses

I*3246264 Entity Type: Fiduciary role Name of OBA: G. S M. Address: Depew, New York, 14043 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/29/2025 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-18
• S63 Uniform Securities Agent State Law Examination
  1994-09-02

Other Names

• Todd Robert Mann