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Cyrus Chan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-02-28
CA RA APPROVED 2018-02-26
  • TX RA
    APPROVED
    Since 2018-02-28
  • CA RA
    APPROVED
    Since 2018-02-26

Branch Locations

3075 Hansen Way Pbig - Palo Alto Wealth Ctr, Palo Alto, CA 94304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Mill Valley CA 05/2007 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 02/2018 Present
San Francisco Municipal Transportation Agency San Francisco CA 03/2017 07/2017
Unemployed San Francisco CA 08/2017 01/2018
  • 05/2007 → 03/2017
    Merrill Lynch
    Mill Valley, CA
  • 02/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palo Alto, CA
  • 03/2017 → 07/2017
    San Francisco Municipal Transportation Agency
    San Francisco, CA
  • 08/2017 → 01/2018
    Unemployed
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-17
  • S66 Uniform Combined State Law Examination
    2008-06-17
Other Names
  • Cyrus Matthew Chan
  • Cyrus Chan
  • Cyrus M Chan

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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