Max William Minnier

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 05/2022 → 08/2022
  Merrill Lynch
  Wayne, PA
• 09/2019 → 05/2023
  Full Time Student
  State College, PA
• 09/2007 → 05/2019
  Grade School Student
  Downingtown, PA
• 05/2017 → 07/2023
  Minnier Property Management
  Downingtown, PA
• 09/2023 → Present
  Bank Of America, N.A.
  Wayne, PA

Other Businesses

Minnier Property ManagementNot Investment Related REDACTED, Downingtown, PA 19335LandscapingOwnerStarted: High School / 05/20171 Hour / Month Devoted0 Hours devoted during trading hoursBusiness is not active since start of current position. I*1525281For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: YAddress of business: Downingtown, Pennsylvania, 19335, United StatesNature of business: Position, title, association: Sole owner, Start date of relationship: 10/9/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I*4667275Entity Type: N/A Name of OBA: M A T REV TRUSTAddress: Downingtown, Pennsylvania, 19382Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 06/05/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Grand Parents I*4667276Entity Type: N/A Name of OBA: M A T REV TRUSTAddress: West Chester, Pennsylvania, 19382Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 06/05/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Grand Parents I*4667277Entity Type: N/A Name of OBA: M A T REV TRUSTAddress: West Chester, Pennsylvania, 19382Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 06/05/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Grand Parents I*5517268, Entity Type: , Name of OBA: M A. T, Address: West Chester , Pennsylvania, 19382, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/20/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2023-09-29