Sherah Lee Yoder

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

• 09/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 08/2022 → Present
  Bank Of America, N.A.
  Dallas, TX

Other Businesses

I*5091269 Entity Type: Fiduciary Role Name of OBA: J Y Address: PLANO, Texas, 75025 Investment Related: No Position, Title, Association: Power of Attny Employee Start Date: 07/24/2026 Number of Hours: 5, Yrly Number of Hours during trading: 0, Yrly Duties: Siblings I*5089276 Entity Type: Fiduciary Role Name of OBA: KRY Address: PLANO, TX, 75025 Investment Related: No Position, Title, Association: Power of Attrny Employee Start Date: 07/24/2026 Number of Hours: 5, Yrly Number of Hours during trading: 0, Yrly Duties Child/Granchild I*5089275 Entity Type: Fiduciary Role Name of OBA: K E Y Address: PLANO, TX, 75025 Investment Related: No Position, Title, Association: Power of Attrny Employee Start Date: 07/24/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yrly Duties: Power of Attorney - Child/Grandchild I*5089274 Entity Type: Fiduciary Role Name of OBA: W W Y II (W) Address: PLANO, TX, 75025 Investment Related: No Position, Title, Association: Power of Attrny Employee Start Date: 07/24/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse I*5089271 Entity Type: Fiduciary Role Name of OBA: THE Y REVOCABLE TRUST Address: PLANO, TX, 75025 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/24/2026 Number of Hours: 5, Yrly Number of Hours during trading: 0, Yrly Duties: Self, spouse I*5089270 Entity Type: Fiduciary Role Name of OBA: Y REVOCABLE TRUST Address: PLANO, TX, 75025 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/24/2026 Number of Hours: 5, Yrly Number of Hours during trading: 0, Yrly Duties: Self, Spouse I*5089269 Entity Type: Fiduciary Role Name of OBA: Y REVOCABLE TRUST Address: PLANO, TX, 75025 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/24/2026 Number of Hours: 5, Yrly Number of Hours during trading: 0, Yrly Duties: Self, Spouse I*121719 For profit or not for profit: Non-Profit Organization Name of outside business organization: BREAST CANCER CAN STICK IT Investment related: N Address of business: DALLAS, TX 75374 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2019 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: THEY HAVE ASKED ME TO BE ON THE BOARD OF BCCSI WHICH WAS STARTED BY A FRIEND OF MINE. I WILL MAKE DECISIONS WITH THE COLLECTIVE GROUP OF BOARD MEMBERS ON THINGS THAT AFFECT THE ORG AS A WHOLE. POSSIBLE FUNDRAISING, AND OVERSEEING OF EVENTS I*444175 For profit or not for profit: Name of outside business organization: Plano Metropolitan Ballet Investment related: N Address of business: Plano, TX, 75075 Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Board Member and committee lead in charge of fundraising I*5111274, Entity Type: , Name of OBA: W W Y, Address: PLANO, Texas, 75025, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/27/2026, No Hours: 25 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2002-01-24
• S63 Uniform Securities Agent State Law Examination
  1997-12-29

Other Names

• Sherah L Bembinster
• Sherah Lee Bembinster