Mason Andrew Holt

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

• 06/2023 → 07/2024
  Equitable Advisors, Llc
  New York, NY
• 11/2022 → 06/2023
  Unemployed
  Houston, TX
• 01/2022 → 09/2022
  Kids Meals Inc
  Houston, TX
• 12/2021 → 01/2022
  Unemployed
  Houston, TX
• 08/2021 → 12/2021
  Hcc Houston Community College
  Houston, TX
• 10/2020 → 05/2021
  10X Edge Marketing
  Omaha, NE
• 03/2020 → 10/2020
  Clean Tech Partners
  Houston, TX
• 05/2019 → 07/2019
  Cutco
  Houston, TX
• 09/2019 → 07/2020
  Texas Tech University
  Lubbock, TX
• 08/2015 → 05/2019
  Lamar High School
  Houston, TX
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 11/2022 → 12/2022
  Tuf Industrial
  Houston, TX
• 07/2020 → 10/2020
  Diamond Advanedge Inc.
  Houston, TX
• 10/2024 → Present
  Bank Of America, N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-02
• S63 Uniform Securities Agent State Law Examination
  2023-11-18

Other Names

• Mason A Holt
• Mason Andrew Holt
• Mason Holt