Euan Cameron Wilson

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

• 10/2014 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Inc
  New York, NY
• 01/2015 → 04/2021
  Bank Of America, N.A.
  New York, NY
• 03/2022 → 06/2023
  Massmutual Life Insurance Company
  Westerville, OH
• 03/2022 → 06/2023
  Mml Investors Services
  Westerville, OH
• 04/2021 → 04/2022
  Doyle Hcm
  Gahanna, OH
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2023 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2022-03-31 → 2023-06-30
  Mml Investors Services, Llc
  Tampa, FL
  Westerville, OH
  Westerville, OH
• 2015-02-02 → 2021-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*1513293 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Westerville, Ohio, 43081, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/23/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2015-01-30