Russell Blockhus

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

• 06/2015 → 09/2017
  University Of Oregon
  Eugene, OR
• 08/2016 → 12/2016
  The Duck Store
  Eugene, OR
• 07/2017 → 06/2020
  Axa-Advisors, Llc
  New York, NY
• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 11/2020 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2018-08-14 → 2020-07-27
  Equitable Advisors, Llc
  Los Altos, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

I*691262For profit or not for profit: Entity For ProfitName of outside business organization: Dave's Dugout CollectiblesInvestment related: NAddress of business: Los Altos, California, 94024Nature of business: ["Sole Proprietorship"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 1/20/2022Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Buying and Selling Sports Cards on eBay with my father.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-11

Other Names

• Russell Clark Blockhus