Reid B Schultz

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

• 08/2018 → 12/2021
  Student
  Greenville, SC
• 08/2011 → 06/2018
  Student
  Piedmont, SC
• 06/2016 → 04/2022
  Hillside Llc
  Fountain Inn, SC
• 09/2021 → 08/2023
  Oneal Inc
  Greenville, SC
• 07/2020 → 12/2022
  Westat Inc
  Rockville, MD
• 03/2023 → 04/2023
  Stonebrick Llc Dba Dialog
  Las Vegas, NV
• 11/2023 → 07/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2024 → 07/2024
  Northwestern Mutual Investment Services Llc
  Miami, FL
• 06/2023 → 11/2023
  Technosylva Inc
  La Jolla, CA
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 07/2026 → Present
  Bank Of America, N.A.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-10-02
• S63 Uniform Securities Agent State Law Examination
  2024-06-10

Other Names

• Reid Bennett Schultz
• Reid Schultz