Parker Jospeh Tootle

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 06/2025 → 08/2025
  Indian Creek Yacht & Country Club
  Kilmarnock, VA
• 06/2024 → 08/2024
  Newpower Worldwide
  Nashua, NH
• 08/2022 → 05/2026
  Virginia Tech
  Blacksburg, VA
• 08/2018 → 05/2022
  Benedictine College Preparatory
  Richmond, VA
• 08/2014 → 05/2018
  St Edwards-Epiphany School
  Bon Air, VA
• 08/2026 → Present
  Bank Of America, N.A.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21

Other Names

• Parker J Tootle