Sheridan W Tanner

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

• 09/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA
• 03/2013 → Present
  Bank Of America, N.A.
  New Orleans, LA

Other Businesses

I*850231For profit or not for profit: Entity For ProfitName of outside business organization: REL Property, LLCInvestment related: NAddress of business: New Orleans, Louisiana, 70122Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 5/17/2022Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , The business will be for holding and/or managing real estate that I own. I will be an owner/director of the company, and manage all of its business affairs. I* 1674278 For profit or not for profit: Name of outside business organization: RELB MT Properties Investment related: no Address of business: New Orleans, LA Nature of business: Limited Liability Company Position, title, association: Officer,General Partner/Managing Member,Owner Start date of relationship: 01/19/2024 Number of hours devoted: 5 monthly Number of hours devoted during trading hours: 0 Duties: Purpose of the business is to hold and manage property that I expect to own in the state of Montana.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-25

Other Names

• Sheridan Wayne Tanner