Russell Sadao Takeuchi

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

• 05/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
• 08/2013 → 05/2017
  California State University
  Fresno, CA
• 11/2017 → Present
  Bank Of America, N.A.
  Fresno, CA

Other Businesses

I*3186265 Entity Type: N/AName of OBA: V M T Address: Boston, MassachusettsInvestment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 01/05/2026Number of Hours: 10, YearlyNumber of Hours during trading: 0, Yearly Duties: Power of Attorney for Parents I*3470265, Entity Type: , Name of OBA: V M T Family Trust, Address: Boston, Massachusetts, 02210, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/07/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2017-08-14

Other Names

• Russell Takeuchi