Calvin Bushrod

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 04/2020 → 04/2026
  Before And After Properties
  Jackson, NJ
• 04/2016 → 04/2020
  Gallo Wines
  Elizabeth, NJ

Other Businesses

I*4509310, Entity Type Entity For Profit, Name of OBA: Real Made Management Address: Pemberton New Jersey 08068 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/22/2024 No Hours: 1 Monthly No Hours during trading: 0 Duties: Limited - not currently active, Contractor management I*4646284 Entity Type: For Profit Name of OBA: Before and After Properties, LLC Address: New Egypt, New Jersey, 8533 Investment Related: No Position, Title, Association: Other Employee Start Date: 10/11/2019 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Contractor/Renovation Limited

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31

Other Names

• Calvin Theodore Bushrod