A Perry Chappell

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

• 07/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*124987 For profit or not for profit: For-Profit Organization Name of outside business organization: A Chappell LLC Investment related: N Address of business: Jacksonville Beach, Florida 32250 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 1/1/2008 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Holding company for one private company I own, Highway Games LLC. Highway Games LLC is an approved OBA on my AIM report. My only task is to pay the annual registration fee to the state for my state LLC registration.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-10
• S66 Uniform Combined State Law Examination
  1998-12-08

Other Names

• A Perry Chappell
• Albert Perry Chappell
• Albert Perry Chappell
• Albert Perry Chappell
• A Perry Chappell
• A. Perry Chappell
• A. P Chappell
• A P Chappell