Hualin Cui

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

• 02/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2017 → 01/2022
  Bank Of America
  New York, NY
• 08/2015 → 07/2017
  Barclays
  New York, NY

Other Businesses

I*812247 For profit or not for profit: Entity For Profit Name of outside business organization: Turo Investment related: N Address of business: San Francisco, California, 94104 Nature of business: ["Corporation"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 7/1/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , A peer-to-peer car rental platform. I list my car there and expect to get rental income when there is booking.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-28