Corey Pang

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

• 06/2016 → 09/2018
  U.S. Bank
  San Mateo, CA
• 10/2016 → 09/2018
  U.S. Bancorp Investments, Inc.
  San Mateo, CA
• 10/2018 → 03/2020
  Citigroup
  Burlingame, CA
• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 05/2020 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

Rental Property - San Francisco, CA; Investment-related; Affiliation started 01/01/2008; Title: Co-owner; Duties: Property-manager; No time is devoted each month during securities trading hours; 5 hours are devoted to the rental each month outside of securities trading hours. I*504166 For profit or not for profit: Name of outside business organization: Jane Pang Investment related: N Address of business: San Francisco, California, 94132 Nature of business: Position, title, association: , Start date of relationship: 1/1/2005 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2020-10-31
• S63 Uniform Securities Agent State Law Examination
  2016-11-23

Other Names

• Corey Xing Kong Pang
• Corey Xingkong Pang
• Corey Xing Kong Pang