Morgan Chandler Hood

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

• 05/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, WV
• 04/2011 → Present
  Bank Of America, N.A.
  Huntington, WV

Other Businesses

(1)FOR-PROFIT NAME: MORGAN HOOD RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:HUNTINGTON, WEST VIRGINIA 25701NATURE OF BUSINESS: OTHER,RENTAL PROPERTYPOSITION: OWNER, START DATE: 4/4/2013NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: APARTMENT BUILDING (2)FOR-PROFIT NAME: MORGAN HOOD RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:HUNTINGTON, WEST VIRGINIA 25701NATURE OF BUSINESS: OTHER,RENTAL PROPERTY OWNER POSITION: OWNER, START DATE: 4/4/2013NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY OWNER (3)FOR-PROFIT NAME: MORGAN HOOD RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:HUNTINGTON, WEST VIRGINIA 25701NATURE OF BUSINESS: OTHER,OWNERPOSITION: OWNER, START DATE: 4/4/2013NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY OWNER (4)FOR-PROFIT NAME: MORGAN HOOD RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:HUNTINGTON, WEST VIRGINIA 25705NATURE OF BUSINESS: OTHER,RENTAL PROPERTY OWNERPOSITION: OWNER, START DATE: 4/4/2013NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY OWNER (5)FOR-PROFIT NAME : MORGAN HOOD RENTAL PROPERTYINVESTMENT RELATED: YADDRESS OF BUSINESS: 8003 & 8008 TIMBERLAKE DRIVENATURE OF BUSINESS: RENTAL PROPERTY OWNERPOSITION: OWNERSTART DATE: 04/04/2013NUMBER OF HOURS DEVOTED PER MONTH: 3 HRSNUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: NONEDUTIES: OWNER (6)FOR-PROFIT NAME: MORGAN HOODINVESTMENT RELATED: YADDRESS OF BUSINESS: HUNTINGTON, WEST VIRGINIA 25713NATURE OF BUSINESS: RENTAL PROPERTYPOSITION: OWNERSTART DATE: 12/07/2010NUMBER OF HOURS DEVOTED PER MONTH: 40 HRSNUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: NONEDUTIES: OWNER I*107160/I*456659I*456659Entity For ProfitName: Hood EnterprisesInvestment related: NAddress of business: Huntington, West Virginia, 25713 Position: Owner, Start date of relationship: 7/12/2017Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , treasurer for family owned real estate holding company I*2744292, Entity Type: , Name of OBA: J E H Unified Credit Trust , Address: Huntington, West Virginia, 25705, Investment Related: N, Position: Co-Trustee, Employee State Date: 08/15/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2794271, Entity Type: , Name of OBA: M C H TTEE W H G TTEE U/W J E H, Address: Huntington, West Virginia, 25705, Investment Related: N, Position: Co-Trustee, Employee State Date: 08/27/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2795267, Entity Type: , Name of OBA: M C H TTEE W H G TTEE U/W J E H, Address: Huntington, West Virginia, 25705, Investment Related: N, Position: Co-Trustee, Employee State Date: 08/27/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2942301, Entity Type: Entity Governmental, Name of OBA: Huntington Land Bank, Address: Huntington, West Virginia, 25701, Investment Related: N, Position: Board Member, Employee State Date: 11/01/2025, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties: sit on board of roughly 6-8 members sitting on board that gives final approval of sale of city property to new investors for development....I will not be investing in these properties

Exams

• S66 Uniform Combined State Law Examination
  1999-09-03

Other Names

• Morgan C Hood