Donald M Hellman

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

• 08/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2013 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*: 2114331 Entity Type: For Profit Name of OBA: Highland Creek Golf Course or Skybrook GC Address: Charlotte, NC 28269 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/06/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 6 hrs mthly Duties: Ranger, Starter some type of grounds maintenance

Exams

• S66 Uniform Combined State Law Examination
  2013-02-08

Other Names

• Don Hellman
• Donald Mark Hellman