Anthony W Hilliard

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

• 06/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 05/2019 → Present
  Bofa Securities, Inc.
  Atlanta, GA

Other Businesses

.I*416417, Entity Type: Entity For Profit, Name of OBA: awh0214 LLC, Address: Decatur, Georgia 30032, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 04/23/2021, No Hours: 10, No Hours during trading: 0, Duties: Sole owner of a domestic LLC that is a promoter of performing arts, sports, and other similar events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-03
• S63 Uniform Securities Agent State Law Examination
  2014-07-19

Other Names

• Tony Hilliard
• Anthony Wayne Hilliard