Tara J Cancro

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA

Previous Registrations

• 2013-01-28 → 2014-06-27
  Lpl Financial Llc
  Seattle, WA

Other Businesses

I*122003 For profit or not for profit: For-Profit Organization Name of outside business organization: Little Cabin in thr Woods LLC Investment related: N Address of business: Crystal Mountain, Washington 98022 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 2/9/2016 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: my sister and I own a ski condo together - "Little Cabin in the Woods LLC". We were gifted this from my dad right after my mom passed. We have a professional management company run the rentals and we use this personally as we use this personally too I*2190290, Entity Type: , Name of OBA: R C Estate, Address: Seattle, Washington, 98103, Investment Related: N, Position, Title, Association: Executor, Employee State Date:10-Feb-2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2013-01-22