Thomas Meyer

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
  Howell, NJ
• 06/2022 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
• 08/2022 → 07/2023
  Full-Time Education
  Chestnut Hill, MA
• 01/2022 → 05/2022
  Boston College
  Chestnut Hill, MA
• 08/2021 → 05/2022
  Full-Time Education
  Chestnut Hill, MA
• 06/2021 → 08/2021
  Healthedge
  Alexandria, VA
• 08/2020 → 05/2021
  Full-Time Education
  Chestnut Hill, MA
• 06/2020 → 08/2020
  Home City Ice
  East Greenville, PA
• 08/2019 → 05/2020
  Full-Time Employment
  Chestnut Hill, MA
• 06/2019 → 08/2019
  Einstein Bagels Bros.
  Langhorne, PA
• 08/2015 → 06/2019
  Full-Time Education
  Wyndmoor, PA
• 12/2019 → 01/2020
  Einstein Bagels Bros
  Langhorne, PA
• 08/2023 → Present
  Bank Of America, N.A.
  Howell, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Thomas William Meyer