Sianna Soto

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

• 07/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*: 2510264 Entity Type: For Profit Name of OBA: Brain Frog Designs LLC Address: Jacksonville, FL 32258 Investment Related: No Position, Title, Association: Owner Employee Start Date: 6/8/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Entity to sell items (custom shirts, crochet items, etc) designed and created by self and sibling. Looking to set up business to sell items online and at craft fairs.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-27
• S63 Uniform Securities Agent State Law Examination
  2015-10-23

Other Names

• Sianna A Byrne
• Sianna A Soto