Terry B Fuerst

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

• 12/2009 → Present
  Bank Of America, Na
  Bainbridge Island, WA
• 01/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bainbridge Island, WA

Other Businesses

I*25787 For profit or not for profit: For-Profit Organization Name of outside business organization: Connector Castings Investment related: N Address of business: St. Louis, Missouri 63106 Nature of business: Family Business, Position, title, association: Director, Start date of relationship: 1/1/1985 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Director/Board Member I*82934 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FUERST RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: BAINBRIDGE ISLAND, WASHINGTON 98110 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/1/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL HOME I*7093 For profit or not for profit: Name of outside business organization: terry Fuerst Investment related: Address of business: kingston, Washington 98346 Nature of business: Position, title, association: Start date of relationship: 8/30/2018 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2003-04-21
• S63 Uniform Securities Agent State Law Examination
  1999-07-15