Timothy M Polson

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

• 12/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 07/2011 → 12/2017
  Comerica Bank
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-03-14
• S63 Uniform Securities Agent State Law Examination
  1999-10-01

Other Names

• Timothy M Polson
• Timothy M Polson
• Timothy Michael Polson
• Timothy Polson
• Tim Polson