Caleb Hamilton Powers

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

• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2020 → 04/2022
  Barr Group Mortgage
  Fairhope, AL
• 06/2020 → 09/2020
  Whippoorwill Country Club
  Armonk, NY
• 05/2019 → 08/2019
  Granite Connection
  Daphne, AL
• 08/2016 → 05/2020
  University Of Alabama
  Tuscaloosa, AL
• 08/2018 → 10/2019
  Rounders
  Tuscaloosa, AL
• 07/2020 → 08/2020
  Extended Travel
  Tuscaloosa, AL
• 05/2017 → 08/2017
  Dayspring Baptist Church
  Mobile, AL

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28

Other Names

• Caleb H Powers