Travis Sandlin

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

• 07/2017 → 09/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 12/2008 → 07/2017
  Air Force Reserves
  Biloxi, MS
• 05/2017 → 08/2021
  Air Force Reserves
  Glendale, AZ
• 01/2015 → 12/2016
  University Of Georgia
  Athens, GA
• 04/2017 → 07/2017
  Pds Tech
  Mesa, AZ
• 09/2021 → 01/2024
  Etoro Usa Llc
  Scottsdale, AZ
• 04/2024 → Present
  Edward Jones
  St. Louis, MO
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ

Previous Registrations

• 2024-06-13 → 2025-07-30
  Edward Jones
  St Louis, MO
  Tempe, AZ
  Cave Creek, AZ
  Cave Creek, AZ
• 2019-10-01 → 2021-09-17
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-06-05
• S63 Uniform Securities Agent State Law Examination
  2017-09-06

Other Names

• Travis Sandlin
• Travis Dylan Sandlin