Linda Flake Hay

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

• 05/1983 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*2384340, Entity Type: , Name of OBA: L G F, Address: MT PLEASANT, South Carolina, 29464, Investment Related: No, Position, Title, Association: Executor, Employee State Date: 15-Apr-2025, No Hours: 25 Monthly, No Hours during Trading: 0 Monthly, Duties: Executor for parents I*: 2489266 Entity Type: For Profit Name of OBA: L. F H. QTIP TRUST Address: Johns Island, SC 29455 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/28/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: This property is farmland that I inherited from my deceased husband. My son, William C. Hay, Jr., is growing trees on the farmland. He pays a minimal annual rent to assist me with property taxes.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-04
• S63 Uniform Securities Agent State Law Examination
  1983-08-30

Other Names

• Linda Hay