Angela Yasharel

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 → 12/2016
  Model Capital Management Llc
  Los Angeles, CA
• 12/2016 → 03/2018
  Jp Morgan Securities Llc
  Beverly Hills, CA
• 12/2016 → 03/2018
  Jp Morgan Chase Bank
  Beverly Hills, CA
• 03/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 03/2018 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2017-02-09 → 2018-04-11
  J.P. Morgan Securities Llc
  Beverly Hills, CA

Other Businesses

I*113938 For profit or not for profit: For-Profit Organization Name of outside business organization: Tossanchi Resort Property LLC Investment related: N Address of business: Phoenix, Arizona 85018 Nature of business: LLC, Position, title, association: Officer, Start date of relationship: 3/1/2013 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: LLC was created to hold timeshare I*113940 For profit or not for profit: For-Profit Organization Name of outside business organization: TOSSANCHI PROPERTIES LLC Investment related: N Address of business: Phoenix, Arizona 85018 Nature of business: LLC, Position, title, association: Other, member of LLC Start date of relationship: 6/22/2015 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: rental property. I review the leases once a year.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-01-31
• S65 Uniform Investment Adviser Law Examination
  2016-08-02

Other Names

• Angela Yasharel
• Angela Rashti
• Angela Rashti Yasharel