Linh Thuy Lo

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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stanwood, WA
• 07/2021 → 01/2023
  Bank Of America
  Monroe, WA
• 09/2018 → 07/2021
  Bank Of America
  Bothell, WA
• 05/2017 → 09/2018
  Alaska Usa Credit Union
  Kirkland, WA
• 11/2010 → 03/2017
  At&T Mobility Services
  Bothell, WA

Other Businesses

I*: 1581275 Entity Type: Rental property Name: Rental Property 2 Investment related: No Address of business: Everett, Washington, 98208 Position, title, association: Co-owner with other family members Start date of relationship: 1/1/2024 Number of hours devoted: 20 hours Yearly Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Other Names

• Thuy Linh Lo