Paul D Pham

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

• 07/2023 → 11/2023
  Automatic Data Processing
  Allentown, PA
• 06/2021 → 07/2023
  Lombard International Assurance
  Philadelphia, PA
• 03/2021 → 06/2021
  Quality Pool Care
  Hatfield, PA
• 01/2020 → 08/2021
  Self-Employed
  Philadelphia, PA
• 09/2020 → 10/2020
  Fedex
  North Wales, PA
• 05/2020 → 06/2020
  Clarke's Landscaping
  Telford, PA
• 05/2019 → 08/2019
  Clarke's Landscaping
  Hatfield, PA
• 04/2018 → 08/2018
  Chikfila
  Montgomeryville, PA
• 12/2017 → 01/2018
  Applebees
  Lansdale, PA
• 11/2023 → 02/2024
  Unemployed
  Lansdale, PA
• 08/2018 → 05/2022
  Temple University
  Philadelphia, PA
• 01/2017 → 03/2017
  Rebounderz
  Lansdale, PA
• 09/2015 → 06/2018
  North Penn High School
  Lansdale, PA
• 02/2024 → 07/2026
  Vanguard Marketing Corporation
  Malvern, PA
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-01-20
• S63 Uniform Securities Agent State Law Examination
  2024-04-22

Other Names

• Paul Pham
• Paul Pham
• Paul Duc Huy Pham