Aviv Hod

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

• 08/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2011 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2010-04-28 → 2011-06-17
  Morgan Stanley
  Middleton, MA

Other Businesses

I*1916318 Entity Charitable Name of OBA: Rotary Club of Marblehead Address: Marblehead, Massachusetts, 01945 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2024 No Hours: 1 No Hours during trading: 0 Duties: The Rotary Club of Marblehead is a Civic philanthropic organization that supports Marblehead students with scholarships and camperships, the town of Marblehead through sponsoring parks, Marblehead schools, and public infrastructure such as playgrounds, bike racks, and a town clock. We also support wider initiatives such as polio eradication. As president elect, I would join the board and prepare to lead the club for a term from July 2025 to July 2026. I will not handle any of the club finances, that will be handled through our treasurer. I*2058276, Entity Type Fiduciary, Name of OBA: The N H Trust Address: Swampscott, Massachusetts, 01907 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 22-Oct-2024 No Hours: 1 Monthly No Hours during trading: 0 Duties: I*1916318 Entity Type: Charitable Name of OBA: Rotary Club of Marblehead Address: Marblehead, Massachusetts, 1945 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 08/01/2024 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders. As president I direct the operation of the club and lead the board. We have weekly lunch meetings, fundraisers for club priorities such as scholarships and camperships, as well as service to the community.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-27