Summer Shkoukani

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

• 02/2016 → 02/2017
  Boone County Board Of Education
  Florence, KY
• 02/2017 → 07/2023
  Fifth Third Securities
  Crescent Springs, KY
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lakeside Park, KY

Previous Registrations

• 2017-03-02 → 2023-07-12
  Fifth Third Securities, Inc.
  Crescent Springs, KY
  Burlington, KY
  Independence, KY
• 2007-04-27 → 2016-02-22
  Fifth Third Securities, Inc.
  Florence, KY
  Alexandria, KY
  Florence, KY

Other Businesses

Name of the other business: Rental property Whether the business is investment-related: Not investment related Address of the other business: Cincinnati, OH 45227Nature of the other business: Rental Your position: Joint owner Title, or relationship with the other business: Joint owner Start date of your relationship: Jan 2002Approximate number of hours/month you devote to the other business Less than 1 hour Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business Do some cleaning I*2036331, Entity Type, Name of OBA: Rental Property 2 Address: Union, KY 41091 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/27/2024 No Hours: 2 No Hours during trading: 0 Duties: Co-owner with other family members of rental propertyI*: 2578340Entity Type: For ProfitName of OBA: Parking LotAddress: Cincinnati, OH 45227Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 07/15/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0 Duties: Parking Lot agreement with Premium Parking. Review monthly statements I*4515268 Entity Type: Fiduciary Role Name of OBA: L A N A A Address: Union, Kentucky, 41091 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/09/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild I*4516265 Entity Type: Fiduciary Role Name of OBA: A N Address: Union, Kentucky, 41091 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/16/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse

Exams

• S66 Uniform Combined State Law Examination
  2007-03-30
• S63 Uniform Securities Agent State Law Examination
  2000-05-11

Other Names

• Samar Ayman Shkoukani
• Samar Ayman Nabi