Ethan Dawson Walter

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaumont, TX
• 07/2022 → Present
  Buffalo Wild Wings
  Beaumont, TX
• 07/2021 → 07/2022
  United States Marines
  San Diego, CA
• 01/2021 → 07/2021
  Kikko Ramen And Poke
  Beaumont, TX
• 07/2013 → 07/2021
  Unemployed During Education
  Beaumont, TX
• 03/2026 → Present
  Bank Of America, N.A.
  Beaumont, TX

Other Businesses

I*2000271, Entity Type, Name of OBA: B S Address: BeaumontTexas77706 Investment Related:No Position, Title, Association: Power of Attorney Start Date: 09/11/2024 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2025-08-18

Other Names

• Ethan Walter