Sean Michael Doyle

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
  Manchester, NH
• 07/2011 → Present
  Bank Of America, N.A.
  Manchester, NH

Other Businesses

I*3360268Entity Type: Fiduciary roleName of OBA: D. Family Dynasty Tr. IIAddress: Londonderry, New Hampshire, 3053Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 12/30/2025Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Co-Trustee/Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-15
• S63 Uniform Securities Agent State Law Examination
  1995-10-26