Valentine T Huang

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

• 11/2015 → 11/2017
  Woodbury Financial Services Inc
  Belmont, CA
• 11/2017 → 05/2023
  Morgan Stanley Smith Barney Llc
  San Mateo, CA
• 12/2017 → 05/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 07/2023 → Present
  Bank Of America, N.A.
  Palo Alto, CA

Previous Registrations

• 2017-12-01 → 2023-05-23
  Morgan Stanley
  Menlo Park, CA
  San Mateo, CA
  Menlo Park, CA
• 2016-09-06 → 2017-12-01
  Woodbury Financial Services, Inc.
  Belmont, CA
  Belmont, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-17
• S63 Uniform Securities Agent State Law Examination
  1999-12-17

Other Names

• Valentine Huang
• Val Huang
• Val Tzu Kang Huang