Thomas BucholtzCRD Number: 6200914
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Thomas Bucholtz (CRD# 6200914) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 8 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Bank Of America, N.a.||Bedford, TX||Jan 2018 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bedford, TX||Sep 2016 - Current||7|
|Unemployed||Dallas, TX||Aug 2016 - Sep 2016||< 1|
|Ameriprise Financial Services Inc.||Richardson, TX||Jul 2014 - Aug 2016||2|
|Unemployed||Columbia, SC||May 2014 - Jul 2014||< 1|
|University Of South Carolina||Columbia, SC||Aug 2010 - May 2014||3|
|Michael Oana Retirement Planning Specialists||Columbia, SC||Apr 2013 - Apr 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2015|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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