Timothy Charles Meads

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

• 10/1987 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 01/2011 → Present
  Bank Of America Na
  Tyler, TX

Other Businesses

I*2707297, Entity Type: Fiduciary role Name of OBA: H R B and L I B, Address: Tyler, Texas, 75703, Investment Related: No, Position, Title, Association: Executor, Employee State Date: 01/01/2030, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Executor/ Spouse I*: 2915272 Entity Type: Charitable Name of OBA: East Texas A&M FoundationAddress: Commerce, TX 75428 Investment Related: No Position, Title, Association: Board member Employee Start Date: 01/02/2026Number of Hours: 24 hrs annually Number of Hours during trading: 16 hrs annually Duties: Supports East Texas A&M University and students with Scholarships and Grants.As a board member we act as an Advisory Board to the University and the Foundation Staff.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-27
• S63 Uniform Securities Agent State Law Examination
  1984-06-01