Sureyya Yildiz Kennedy

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

• 03/2008 → 11/2022
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lone Tree, CO

Other Businesses

Name: Rental Property 1Not Investment related Address: Denver, CO Nature of other business: Real Estate Your position: Co- Owner Title or relationship: Landlord Start date: 12/27/22 Approximate number of hours/month:0 Number of hours you devote during trading hours:0 Briefly describe your duties: As the landlord, I'm the point of contact between the property manager and the tenant if any issues arise. I*2071282, Entity Type, Name of OBA: Global Equity Organization, Address: Orange, CA, 92865, Investment Related: No, Position, Title, Association: Committee, Board Member, Employee Start Date: 12/02/2024, No Hours: 10hrs/Mo, No Hours during trading: 0, Duties: From their website https://www.globalequity.org/about: GEO offers a vibrant community and rich suite of resources for our global members, helping them to stay connected, stay updated and tackle their most pressing equity challenges.My function will be to create the Denver Chapter for GEO from the ground up, which is something I'm volunteering to do. Once established, the goal is to connect other equity compensation professionals through quarterly meet and greets to discuss best practice, gain further insights into equity awards, new SEC/IRS rules and regs and their impacts on equity issuance, trends in the industry, education and communication strategies, and networking. As someone who provides recordkeeping services to our equity compensation and ESPP clients in Workplace Benefits, I see this as a great opportunity for myself to broaden my own horizon on this subject I*: 2413283, Entity Type: Rental Property Name of OBA: Rental Property 2, Address: Denver, Colorado, 80247, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee State Date: 4/25/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Co owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2023-05-04
• S63 Uniform Securities Agent State Law Examination
  2003-02-06

Other Names

• Sureyya Yildiz
• Sureyya Y. Bulanadi
• Sureyya Yildiz Bulanadi
• Sureyya Y Kennedy