Cheryl Washington

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

• 12/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2011 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2004-10-28 → 2005-11-29
  Rbc Capital Markets, Llc
  Chicago, IL

Other Businesses

I*, 2786320Entity Type: FiduciaryName of OBA: M A. WAddress: Bellaire, Texas 77401-3901Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 09/02/2025No Hours: 1 hour per yearNo Hours during trading: 1Duties: Power of Attorney I*2806326 Entity Type: N/A Name of OBA: M.A.W Address:Bellaire Texas Investment Related:No Position, Title, Association:Trustee Start Date:11/03/2025 No Hours: 1 Yearly No Hours during trading:1 Duties:Trustee for Sibling I*2806325 Entity Type: N/A Name of OBA: M.A.W Address:Bellaire Texas Investment Related:No Position, Title, Association:Administrator Start Date:09/02/2025 No Hours: 1 Yearly No Hours during trading:1 Duties:Administrator for Sibling

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-27
• S63 Uniform Securities Agent State Law Examination
  2004-10-13