Troy Jefferson Fletcher

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
  Westlake Village, CA
• 09/2022 → 06/2026
  California Polytechnic State University, San Luis Obispo
  San Luis Obispo, CA
• 06/2025 → 08/2025
  Thoughtful Media Group
  Bangkok
• 07/2025 → 07/2025
  California Mid-State Fair
  Paso Robles , CA
• 07/2024 → 07/2024
  California Mid-State Fair
  Paso Robles , CA
• 07/2022 → 09/2022
  Unemployed
  San Luis Obispo , CA
• 09/2018 → 06/2022
  Edison High School
  Huntington Beach , CA
• 07/2016 → 09/2018
  Unemployed
  Huntington Beach , CA
• 08/2026 → Present
  Bank Of America, N.A.
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28

Other Names

• Troy J Fletcher